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

Western Financial Corp’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
2026 Q1	$231K	Buy	+5,585	New	+$210K	0.09%	112
2024 Q3	–	Sell	-11,076	Closed	-$354K	–	131
2024 Q2	$354K	Buy	11,076 +276	+3%	+$8.83K	0.21%	92
2024 Q1	$343K	Sell	10,800 -1,537	-12%	-$44.8K	0.21%	95
2023 Q4	$354K	Buy	+12,337	New	+$360K	0.24%	97
2023 Q2	–	Sell	-11,747	Closed	-$293K	–	118
2023 Q1	$293K	Buy	11,747 +5,021	+75%	+$134K	0.21%	106
2022 Q4	$172K	Buy	+6,726	New	+$162K	0.11%	98

Other funds holding PXJ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Western Financial Corp's PXJ Position: Q1 2026 in Review

Western Financial Corp opened a new position in Invesco Oil & Gas Services ETF (PXJ) in Q1 2026: 5,585 shares worth $231K. The stake represents 0.09% of the portfolio and ranks #112 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in PXJ as recently as Q2 2024.

Western Financial Corp first reported a position in PXJ in Q4 2022 and has held it in 6 quarters since. The position peaked at $354K in Q2 2024. 39 funds tracked by Wall St. Rank hold PXJ as of Q1 2026.

Western Financial Corp held 5,585 shares of Invesco Oil & Gas Services ETF worth $231K as of Q1 2026.
Invesco Oil & Gas Services ETF was a new Western Financial Corp position in Q1 2026.
Invesco Oil & Gas Services ETF made up 0.09% of Western Financial Corp's portfolio in Q1 2026, its #112 holding.
Western Financial Corp first reported a position in Invesco Oil & Gas Services ETF in Q4 2022 and has held it in 6 quarters since.
Western Financial Corp's Invesco Oil & Gas Services ETF position peaked at $354K in Q2 2024.
39 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.