FANJ
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Financial Architects (New Jersey)’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-500
Closed -$32K – 1496
2016
Q2 		$32K Sell
500
-510
-50% -$32.1K 0.01% 655
2016
Q1 		$61K Buy
+1,010
New +$61.8K 0.02% 362
2015
Q3 		– Sell
-691
Closed -$54K – 731
2015
Q2 		$54K Buy
+691
New +$53.8K 0.02% 422
2015
Q1 		– Sell
-601
Closed -$40K – 1017
2014
Q4 		$40K Buy
601
+151
+34% +$10.1K 0.02% 383
2014
Q3 		$29K Buy
450
+20
+5% +$1.24K 0.01% 398
2014
Q2 		$26K Buy
+430
New +$24.9K 0.01% 445

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