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

Elite 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
2016
Q3 		$724K Sell
11,752
-2,225
-16% -$146K 1.2% 23
2016
Q2 		$885K Sell
13,977
-2,816
-17% -$177K 1.46% 21
2016
Q1 		$1.01M Buy
16,793
+1,431
+9% +$87.5K 1.43% 20
2015
Q4 		$1.07M Buy
15,362
+3,462
+29% +$245K 1.61% 21
2015
Q3 		$789K Sell
11,900
-4,106
-26% -$319K 1.3% 32
2015
Q2 		$1.25M Sell
16,006
-1,626
-9% -$127K 1.32% 25
2015
Q1 		$1.35M Buy
+17,632
New +$1.3M 1.19% 30

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return