RPg Family Wealth Advisory’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

RPg Family Wealth Advisory’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	-20,302	Closed	-$566K	–	109
2024 Q4	$566K	Buy	+20,302	New	+$586K	0.2%	63

Other funds holding PXJ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 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 $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

RPg Family Wealth Advisory's PXJ Position: Q1 2025 in Review

RPg Family Wealth Advisory sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2025, closing a stake of 20,302 shares — an estimated $566K sold.

RPg Family Wealth Advisory first reported a position in PXJ in Q4 2024 and held it in 1 quarter. The position peaked at $566K in Q4 2024. 26 funds tracked by Wall St. Rank hold PXJ as of Q1 2025.

RPg Family Wealth Advisory reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2025 after selling out during the quarter.
RPg Family Wealth Advisory sold 20,302 Invesco Oil & Gas Services ETF shares in Q1 2025, an estimated $566K.
RPg Family Wealth Advisory first reported a position in Invesco Oil & Gas Services ETF in Q4 2024 and held it in 1 quarter.
RPg Family Wealth Advisory's Invesco Oil & Gas Services ETF position peaked at $566K in Q4 2024.
26 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2025, filed 14 May 2025.