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 New York $1.89T AUM 35.08% 1-Year Est. Return

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Advocacy Wealth Management Services's PJP Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2022, closing a stake of 36 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in PJP in Q2 2020 and held it in 8 quarters. The position peaked at $6.85M in Q4 2020. 79 funds tracked by Wall St. Rank hold PJP as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 36 Invesco Pharmaceuticals ETF shares in Q2 2022, an estimated $3K.
Advocacy Wealth Management Services first reported a position in Invesco Pharmaceuticals ETF in Q2 2020 and held it in 8 quarters.
Advocacy Wealth Management Services's Invesco Pharmaceuticals ETF position peaked at $6.85M in Q4 2020.
79 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.