Stifel Financial
PXJ icon

Stifel Financial’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Stifel Financial’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
2024
Q4 		– Sell
-31,301
Closed -$905K – 3468
2024
Q3 		$905K Buy
31,301
+403
+1% +$12.3K ﹤0.01% 2301
2024
Q2 		$987K Sell
30,898
-20,331
-40% -$650K ﹤0.01% 2169
2024
Q1 		$1.63M Sell
51,229
-2,845
-5% -$82.9K ﹤0.01% 1876
2023
Q4 		$1.55M Buy
+54,074
New +$1.58M ﹤0.01% 1845
2023
Q2 		– Sell
-79,905
Closed -$1.99M – 3395
2023
Q1 		$1.99M Buy
+79,905
New +$2.13M ﹤0.01% 1569

Other funds holding PXJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's PXJ Position: Q4 2024 in Review

Stifel Financial sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2024, closing a stake of 31,301 shares — an estimated $905K sold.

Stifel Financial first reported a position in PXJ in Q1 2023 and held it in 5 quarters. The position peaked at $1.99M in Q1 2023. 29 funds tracked by Wall St. Rank hold PXJ as of Q4 2024.

  • Stifel Financial reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 31,301 Invesco Oil & Gas Services ETF shares in Q4 2024, an estimated $905K.
  • Stifel Financial first reported a position in Invesco Oil & Gas Services ETF in Q1 2023 and held it in 5 quarters.
  • Stifel Financial's Invesco Oil & Gas Services ETF position peaked at $1.99M in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.