Prosperity Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Prosperity Wealth Management’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 Q1	–	Sell	-7,562	Closed	-$211K	–	251
2024 Q4	$211K	Buy	7,562 +59	+0.8%	+$1.7K	0.09%	191
2024 Q3	$217K	Buy	7,503 +68	+0.9%	+$2.08K	0.09%	171
2024 Q2	$238K	Buy	+7,435	New	+$238K	0.12%	148

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

Prosperity Wealth Management's PXJ Position: Q1 2025 in Review

Prosperity Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2025, closing a stake of 7,562 shares — an estimated $211K sold.

Prosperity Wealth Management first reported a position in PXJ in Q2 2024 and held it in 3 quarters. The position peaked at $238K in Q2 2024. 26 funds tracked by Wall St. Rank hold PXJ as of Q1 2025.

Prosperity Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Wealth Management sold 7,562 Invesco Oil & Gas Services ETF shares in Q1 2025, an estimated $211K.
Prosperity Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q2 2024 and held it in 3 quarters.
Prosperity Wealth Management's Invesco Oil & Gas Services ETF position peaked at $238K in Q2 2024.
26 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.