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

WFG 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
2017 Q2	–	Sell	-20	Closed	-$1K	–	1642
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	1424
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	1498
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	1491
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	1478
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	1442
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	1485
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	1517
2015 Q2	$2K	Hold	20	–	–	﹤0.01%	1496
2015 Q1	$2K	Hold	20	–	–	﹤0.01%	1556
2014 Q4	$2K	Hold	20	–	–	﹤0.01%	1865
2014 Q3	$3K	Hold	20	–	–	﹤0.01%	1807
2014 Q2	$3K	Hold	20	–	–	﹤0.01%	1771
2014 Q1	$3K	Hold	20	–	–	﹤0.01%	1752
2013 Q4	$3K	Hold	20	–	–	﹤0.01%	1889
2013 Q3	$2K	Hold	20	–	–	﹤0.01%	1949
2013 Q2	$2K	Buy	+20	New	+$2.28K	﹤0.01%	1860

Other funds holding PXJ

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SAM

Sequent Asset Management Houston, Texas $225M AUM 15.26% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

WFG Advisors's PXJ Position: Q2 2017 in Review

WFG Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2017, closing a stake of 20 shares — an estimated $1K sold.

WFG Advisors first reported a position in PXJ in Q2 2013 and held it in 16 quarters. The position peaked at $3K in Q3 2014. 26 funds tracked by Wall St. Rank hold PXJ as of Q2 2017.

WFG Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 20 Invesco Oil & Gas Services ETF shares in Q2 2017, an estimated $1K.
WFG Advisors first reported a position in Invesco Oil & Gas Services ETF in Q2 2013 and held it in 16 quarters.
WFG Advisors's Invesco Oil & Gas Services ETF position peaked at $3K in Q3 2014.
26 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.