Outlook Wealth Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Outlook Wealth Advisors’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
2025 Q2	–	Sell	-42,751	Closed	-$1.1M	–	280
2025 Q1	$1.1M	Buy	42,751 +10,390	+32%	+$285K	0.31%	61
2024 Q4	$902K	Sell	32,361 -1,250	-4%	-$36.1K	0.26%	76
2024 Q3	$972K	Buy	33,611 +1,924	+6%	+$58.8K	0.28%	68
2024 Q2	$2.16M	Buy	+31,687	New	+$1.01M	0.67%	32

Other funds holding PXJ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Outlook Wealth Advisors's PXJ Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2025, closing a stake of 42,751 shares — an estimated $1.1M sold.

Outlook Wealth Advisors first reported a position in PXJ in Q2 2024 and held it in 4 quarters. The position peaked at $2.16M in Q2 2024. 25 funds tracked by Wall St. Rank hold PXJ as of Q2 2025.

Outlook Wealth Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 42,751 Invesco Oil & Gas Services ETF shares in Q2 2025, an estimated $1.1M.
Outlook Wealth Advisors first reported a position in Invesco Oil & Gas Services ETF in Q2 2024 and held it in 4 quarters.
Outlook Wealth Advisors's Invesco Oil & Gas Services ETF position peaked at $2.16M in Q2 2024.
25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.