Blue Trust Inc’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Blue Trust Inc’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
2025 Q4	–	Sell	-57	Closed	-$5.23K	–	2678
2025 Q3	$5.23K	Buy	+57	New	+$4.99K	﹤0.01%	1985
2023 Q2	–	Sell	-60	Closed	-$5K	–	2408
2023 Q1	$5K	Hold	60	–	–	﹤0.01%	1800
2022 Q4	$4K	Hold	60	–	–	﹤0.01%	1805
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	1639
2022 Q2	$5K	Buy	+60	New	+$4.55K	﹤0.01%	1450

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 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 $400M AUM 21.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Trust Inc's PJP Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2025, closing a stake of 57 shares — an estimated $5.23K sold.

Blue Trust Inc first reported a position in PJP in Q2 2022 and held it in 5 quarters. The position peaked at $5.23K in Q3 2025. 105 funds tracked by Wall St. Rank hold PJP as of Q4 2025.

Blue Trust Inc reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 57 Invesco Pharmaceuticals ETF shares in Q4 2025, an estimated $5.23K.
Blue Trust Inc first reported a position in Invesco Pharmaceuticals ETF in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's Invesco Pharmaceuticals ETF position peaked at $5.23K in Q3 2025.
105 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.