AWMS
PJP icon

Advocacy Wealth Management Services’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-36
Closed -$3K – 185
2022
Q1 		$3K Sell
36
-501
-93% -$38.9K ﹤0.01% 137
2021
Q4 		$44K Sell
537
-185
-26% -$14.6K 0.01% 58
2021
Q3 		$56K Hold
722
– – 0.01% 52
2021
Q2 		$58K Sell
722
-255
-26% -$20.3K 0.01% 61
2021
Q1 		$77K Sell
977
-95,015
-99% -$7.41M 0.02% 55
2020
Q4 		$6.85M Buy
95,992
+5,944
+7% +$398K 1.03% 14
2020
Q3 		$5.76M Buy
90,048
+56,151
+166% +$3.67M 0.93% 19
2020
Q2 		$2.19M Buy
+33,897
New +$2.11M 0.44% 26

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return