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

Valeo Financial 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
2021
Q4 		– Sell
-4,800
Closed -$84K – 629
2021
Q3 		$84K Hold
4,800
– – ﹤0.01% 539
2021
Q2 		$93K Buy
+4,800
New +$88.3K 0.01% 475

Other funds holding PXJ

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valeo Financial Advisors's PXJ Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2021, closing a stake of 4,800 shares — an estimated $84K sold.

Valeo Financial Advisors first reported a position in PXJ in Q2 2021 and held it in 2 quarters. The position peaked at $93K in Q2 2021. 25 funds tracked by Wall St. Rank hold PXJ as of Q4 2021.

  • Valeo Financial Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,800 Invesco Oil & Gas Services ETF shares in Q4 2021, an estimated $84K.
  • Valeo Financial Advisors first reported a position in Invesco Oil & Gas Services ETF in Q2 2021 and held it in 2 quarters.
  • Valeo Financial Advisors's Invesco Oil & Gas Services ETF position peaked at $93K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.