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Client 1st Advisory Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Client 1st Advisory Group’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
2020
Q3 		– Sell
-4,483
Closed -$296K – 61
2020
Q2 		$296K Buy
+4,483
New +$279K 0.25% 43

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Client 1st Advisory Group's PJP Position: Q3 2020 in Review

Client 1st Advisory Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2020, closing a stake of 4,483 shares — an estimated $296K sold.

Client 1st Advisory Group first reported a position in PJP in Q2 2020 and held it in 1 quarter. The position peaked at $296K in Q2 2020. 83 funds tracked by Wall St. Rank hold PJP as of Q3 2020.

  • Client 1st Advisory Group reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2020 after selling out during the quarter.
  • Client 1st Advisory Group sold 4,483 Invesco Pharmaceuticals ETF shares in Q3 2020, an estimated $296K.
  • Client 1st Advisory Group first reported a position in Invesco Pharmaceuticals ETF in Q2 2020 and held it in 1 quarter.
  • Client 1st Advisory Group's Invesco Pharmaceuticals ETF position peaked at $296K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2020.

Based on Client 1st Advisory Group's 13F filing for Q3 2020, filed 12 Nov 2020.