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

WMG 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
2022
Q3 		– Sell
-8,683
Closed -$165K – 151
2022
Q2 		$165K Sell
8,683
-6,101
-41% -$136K 0.14% 132
2022
Q1 		$340K Hold
14,784
– – 0.25% 96
2021
Q4 		$234K Buy
+14,784
New +$256K 0.18% 142

Other funds holding PXJ

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMG Financial Advisors's PXJ Position: Q3 2022 in Review

WMG Financial Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2022, closing a stake of 8,683 shares — an estimated $165K sold.

WMG Financial Advisors first reported a position in PXJ in Q4 2021 and held it in 3 quarters. The position peaked at $340K in Q1 2022. 25 funds tracked by Wall St. Rank hold PXJ as of Q3 2022.

  • WMG Financial Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 8,683 Invesco Oil & Gas Services ETF shares in Q3 2022, an estimated $165K.
  • WMG Financial Advisors first reported a position in Invesco Oil & Gas Services ETF in Q4 2021 and held it in 3 quarters.
  • WMG Financial Advisors's Invesco Oil & Gas Services ETF position peaked at $340K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2022.

Based on WMG Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.