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Orion Portfolio Solutions’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Orion Portfolio Solutions’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-87
Closed -$1K – 1656
2020
Q2 		$1K Sell
87
-24,968
-100% -$294K ﹤0.01% 2052
2020
Q1 		$232K Buy
25,055
+897
+4% +$17.3K 0.02% 292
2019
Q4 		$675K Buy
+24,158
New +$590K 0.05% 173

Other funds holding PXJ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's PXJ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2020, closing a stake of 87 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in PXJ in Q4 2019 and held it in 3 quarters. The position peaked at $675K in Q4 2019. 15 funds tracked by Wall St. Rank hold PXJ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 87 Invesco Oil & Gas Services ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Invesco Oil & Gas Services ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Invesco Oil & Gas Services ETF position peaked at $675K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.