CSWM
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Cassady Schiller Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Cassady Schiller Wealth Management’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 		$12.4K Hold
150
– – ﹤0.01% 323
2024
Q3 		$13K Hold
150
– – ﹤0.01% 306
2024
Q2 		$12.3K Hold
150
– – 0.01% 303
2024
Q1 		$12K Hold
150
– – 0.01% 325
2023
Q4 		$11.4K Hold
150
– – 0.01% 316
2023
Q3 		$10.9K Hold
150
– – 0.01% 323
2023
Q2 		$11.3K Hold
150
– – 0.01% 327
2023
Q1 		$11.4K Hold
150
– – 0.01% 316
2022
Q4 		$11.8K Buy
+150
New +$11.5K 0.01% 306
2022
Q1 		– Sell
-150
Closed -$12K – 464
2021
Q4 		$12K Buy
+150
New +$11.9K 0.01% 306

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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