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Avantax Planning Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-158
Closed -$12K – 953
2018
Q3 		$12K Buy
+158
New +$11.3K ﹤0.01% 834
2018
Q2 		– Sell
-158
Closed -$10K – 1137
2018
Q1 		$10K Buy
+158
New +$10.4K ﹤0.01% 1059

Other funds holding PJP

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Avantax Planning Partners's PJP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2018, closing a stake of 158 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in PJP in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 91 funds tracked by Wall St. Rank hold PJP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 158 Invesco Pharmaceuticals ETF shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Invesco Pharmaceuticals ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco Pharmaceuticals ETF position peaked at $12K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.