Wealthcare Advisory Partners’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Wealthcare Advisory Partners’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
2023 Q3	–	Sell	-3,856	Closed	-$95.8K	–	736
2023 Q2	$95.8K	Sell	3,856 -35,169	-90%	-$841K	﹤0.01%	711
2023 Q1	$974K	Buy	39,025 +1,798	+5%	+$47.9K	0.04%	296
2022 Q4	$953K	Buy	37,227 +34,937	+1,526%	+$840K	0.05%	284
2022 Q3	$42K	Buy	2,290 +100	+5%	+$1.93K	﹤0.01%	596
2022 Q2	$42K	Buy	+2,190	New	+$48.8K	﹤0.01%	557

Other funds holding PXJ

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

IWM

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wealthcare Advisory Partners's PXJ Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2023, closing a stake of 3,856 shares — an estimated $95.8K sold.

Wealthcare Advisory Partners first reported a position in PXJ in Q2 2022 and held it in 5 quarters. The position peaked at $974K in Q1 2023. 19 funds tracked by Wall St. Rank hold PXJ as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,856 Invesco Oil & Gas Services ETF shares in Q3 2023, an estimated $95.8K.
Wealthcare Advisory Partners first reported a position in Invesco Oil & Gas Services ETF in Q2 2022 and held it in 5 quarters.
Wealthcare Advisory Partners's Invesco Oil & Gas Services ETF position peaked at $974K in Q1 2023.
19 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.