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

Arete 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
2024 Q4	–	Sell	-4,622	Closed	-$402K	–	780
2024 Q3	$402K	Buy	+4,622	New	+$395K	0.03%	431
2020 Q4	–	Sell	-5,165	Closed	-$326K	–	439
2020 Q3	$326K	Buy	+5,165	New	+$338K	0.05%	278

Other funds holding PJP

PAM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

DBIA

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

Arete Wealth Advisors's PJP Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2024, closing a stake of 4,622 shares — an estimated $402K sold.

Arete Wealth Advisors first reported a position in PJP in Q3 2020 and held it in 2 quarters. The position peaked at $402K in Q3 2024. 93 funds tracked by Wall St. Rank hold PJP as of Q4 2024.

Arete Wealth Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 4,622 Invesco Pharmaceuticals ETF shares in Q4 2024, an estimated $402K.
Arete Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q3 2020 and held it in 2 quarters.
Arete Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $402K in Q3 2024.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.