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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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $476M AUM 21.21% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Commonwealth Retirement Investments's PJP Position: Q1 2025 in Review

Commonwealth Retirement Investments sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2025, closing a stake of 4,849 shares — an estimated $401K sold.

Commonwealth Retirement Investments first reported a position in PJP in Q4 2023 and held it in 2 quarters. The position peaked at $1.56M in Q4 2023. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2025.

  • Commonwealth Retirement Investments reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 4,849 Invesco Pharmaceuticals ETF shares in Q1 2025, an estimated $401K.
  • Commonwealth Retirement Investments first reported a position in Invesco Pharmaceuticals ETF in Q4 2023 and held it in 2 quarters.
  • Commonwealth Retirement Investments's Invesco Pharmaceuticals ETF position peaked at $1.56M in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2025.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2025, filed 9 May 2025.