BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q2	$865K	Sell	22,436 -80	-0.4%	-$3.44K	0.12%	171
2026 Q1	$933K	Buy	+22,516	New	+$848K	0.13%	153

Other funds holding PXJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PXJ Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Invesco Oil & Gas Services ETF (PXJ) stake by 0.36% in Q2 2026, selling an estimated $3.44K and leaving 22,436 shares worth $865K. The position accounts for 0.12% of the portfolio, ranked #171.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PXJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $933K in Q1 2026. 31 funds tracked by Wall St. Rank hold PXJ as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 22,436 shares of Invesco Oil & Gas Services ETF worth $865K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 80 Invesco Oil & Gas Services ETF shares in Q2 2026, an estimated $3.44K.
Invesco Oil & Gas Services ETF made up 0.12% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #171 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Invesco Oil & Gas Services ETF in Q1 2026 and has held it in 2 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Invesco Oil & Gas Services ETF position peaked at $933K in Q1 2026.
31 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.