Catalyst Financial Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Catalyst Financial 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
2023 Q4	–	Sell	-2,940	Closed	-$213K	–	220
2023 Q3	$213K	Hold	2,940	–	–	0.07%	193
2023 Q2	$222K	Hold	2,940	–	–	0.08%	176
2023 Q1	$223K	Sell	2,940 -440	-13%	-$33.9K	0.1%	161
2022 Q4	$266K	Buy	+3,380	New	+$260K	0.14%	124

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catalyst Financial Partners's PJP Position: Q4 2023 in Review

Catalyst Financial Partners sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2023, closing a stake of 2,940 shares — an estimated $213K sold.

Catalyst Financial Partners first reported a position in PJP in Q4 2022 and held it in 4 quarters. The position peaked at $266K in Q4 2022. 86 funds tracked by Wall St. Rank hold PJP as of Q4 2023.

Catalyst Financial Partners reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2023 after selling out during the quarter.
Catalyst Financial Partners sold 2,940 Invesco Pharmaceuticals ETF shares in Q4 2023, an estimated $213K.
Catalyst Financial Partners first reported a position in Invesco Pharmaceuticals ETF in Q4 2022 and held it in 4 quarters.
Catalyst Financial Partners's Invesco Pharmaceuticals ETF position peaked at $266K in Q4 2022.
86 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2023.

Based on Catalyst Financial Partners's 13F filing for Q4 2023, filed 7 Feb 2024.