EWM
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Edge Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Edge 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
2019
Q1 		– Sell
-840
Closed -$52K – 593
2018
Q4 		$52K Hold
840
– – 0.01% 244
2018
Q3 		$62K Hold
840
– – 0.01% 236
2018
Q2 		$56K Hold
840
– – 0.01% 236
2018
Q1 		$52K Sell
840
-110
-12% -$7.24K 0.01% 220
2017
Q4 		$61K Hold
950
– – 0.02% 206
2017
Q3 		$62K Hold
950
– – 0.02% 206
2017
Q2 		$60K Hold
950
– – 0.02% 210
2017
Q1 		$56K Buy
950
+110
+13% +$6.43K 0.02% 203
2016
Q4 		$47K Sell
840
-972
-54% -$56K 0.02% 196
2016
Q3 		$112K Sell
1,812
-336
-16% -$22K 0.05% 135
2016
Q2 		$136K Buy
2,148
+1,130
+111% +$71.1K 0.06% 122
2016
Q1 		$61K Buy
+1,018
New +$62.3K 0.03% 161

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return