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Cahill Financial Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-1,701
Closed -$132K – 607
2021
Q3 		$132K Buy
+1,701
New +$137K 0.03% 250
2021
Q2 		– Sell
-2,608
Closed -$206K – 208
2021
Q1 		$206K Buy
+2,608
New +$203K 0.05% 199
2018
Q4 		– Sell
-3,011
Closed -$222K – 154
2018
Q3 		$222K Buy
3,011
+1
+0% +$72 0.1% 142
2018
Q2 		$203K Buy
+3,010
New +$194K 0.09% 153
2018
Q1 		– Sell
-3,657
Closed -$235K – 153
2017
Q4 		$235K Sell
3,657
-22
-0.6% -$1.41K 0.12% 124
2017
Q3 		$241K Sell
3,679
-1,195
-25% -$75.5K 0.13% 122
2017
Q2 		$306K Sell
4,874
-667
-12% -$40K 0.17% 113
2017
Q1 		$326K Sell
5,541
-535
-9% -$31.3K 0.19% 100
2016
Q4 		$341K Sell
6,076
-90
-1% -$5.18K 0.21% 95
2016
Q3 		$381K Sell
6,166
-1,641
-21% -$107K 0.25% 90
2016
Q2 		$495K Hold
7,807
– – 0.35% 73
2016
Q1 		$470K Sell
7,807
-788
-9% -$48.2K 0.35% 72
2015
Q4 		$602K Buy
8,595
+2
+0% +$142 0.49% 54
2015
Q3 		$571K Sell
8,593
-250
-3% -$19.5K 0.46% 59
2015
Q2 		$693K Buy
8,843
+30
+0.3% +$2.33K 0.52% 51
2015
Q1 		$674K Sell
8,813
-159
-2% -$11.7K 0.51% 50
2014
Q4 		$597K Buy
8,972
+96
+1% +$6.39K 0.46% 54
2014
Q3 		$565K Buy
8,876
+446
+5% +$27.5K 0.45% 55
2014
Q2 		$515K Buy
8,430
+917
+12% +$53.2K 0.4% 61
2014
Q1 		$426K Buy
7,513
+1,219
+19% +$69.2K 0.36% 62
2013
Q4 		$337K Buy
+6,294
New +$315K 0.29% 79

Other funds holding PJP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Cahill Financial Advisors's PJP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2021, closing a stake of 1,701 shares — an estimated $132K sold.

Cahill Financial Advisors first reported a position in PJP in Q4 2013 and held it in 21 quarters. The position peaked at $693K in Q2 2015. 82 funds tracked by Wall St. Rank hold PJP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,701 Invesco Pharmaceuticals ETF shares in Q4 2021, an estimated $132K.
  • Cahill Financial Advisors first reported a position in Invesco Pharmaceuticals ETF in Q4 2013 and held it in 21 quarters.
  • Cahill Financial Advisors's Invesco Pharmaceuticals ETF position peaked at $693K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.