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Acorn Wealth Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Acorn Wealth Advisors’s Portfolio PJP Stock Details PJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-137
Closed -$9K – 720
2018
Q1 		$9K Hold
137
– – 0.01% 529
2017
Q4 		$9K Buy
+137
New +$8.78K 0.01% 517

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Acorn Wealth Advisors's PJP Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2018, closing a stake of 137 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in PJP in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 85 funds tracked by Wall St. Rank hold PJP as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 137 Invesco Pharmaceuticals ETF shares in Q2 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $9K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.