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Commonwealth Retirement Investments’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Commonwealth Retirement Investments’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
Q1 		– Sell
-4,849
Closed -$401K – 104
2024
Q4 		$401K Buy
+4,849
New +$417K 0.17% 84
2024
Q1 		– Sell
-20,462
Closed -$1.56M – 87
2023
Q4 		$1.56M Buy
+20,462
New +$1.46M 0.83% 39

Other funds holding PJP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return