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Focused Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Focused 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
2024
Q1 		– Sell
-16
Closed -$1.19K – 745
2023
Q4 		$1.19K Hold
16
– – ﹤0.01% 839
2023
Q3 		$1.13K Sell
16
-1
-6% -$77 ﹤0.01% 834
2023
Q2 		$1.25K Hold
17
– – ﹤0.01% 854
2023
Q1 		$1.26K Hold
17
– – ﹤0.01% 842
2022
Q4 		$1.3K Buy
17
+1
+6% +$77 ﹤0.01% 833
2022
Q3 		$1K Hold
16
– – ﹤0.01% 884
2022
Q2 		$1K Hold
16
– – ﹤0.01% 861
2022
Q1 		$1K Hold
16
– – ﹤0.01% 916
2021
Q4 		$1K Hold
16
– – ﹤0.01% 913
2021
Q3 		$1K Sell
16
-42
-72% -$3.39K ﹤0.01% 922
2021
Q2 		$5K Hold
58
– – ﹤0.01% 727
2021
Q1 		$5K Hold
58
– – ﹤0.01% 718
2020
Q4 		$4K Hold
58
– – ﹤0.01% 688
2020
Q3 		$4K Sell
58
-9
-13% -$588 ﹤0.01% 637
2020
Q2 		$4K Hold
67
– – ﹤0.01% 615
2020
Q1 		$4K Sell
67
-38
-36% -$2.31K ﹤0.01% 551
2019
Q4 		$7K Sell
105
-37
-26% -$2.25K ﹤0.01% 541
2019
Q3 		$8K Sell
142
-17
-11% -$978 ﹤0.01% 509
2019
Q2 		$10K Sell
159
-263
-62% -$16.1K ﹤0.01% 517
2019
Q1 		$28K Sell
422
-1,686
-80% -$111K 0.01% 344
2018
Q4 		$131K Sell
2,108
-32,816
-94% -$2.21M 0.04% 188
2018
Q3 		$2.57M Buy
34,924
+5,376
+18% +$386K 0.87% 23
2018
Q2 		$1.99M Buy
29,548
+9,045
+44% +$582K 0.69% 26
2018
Q1 		$1.28M Buy
+20,503
New +$1.35M 0.41% 43
2016
Q1 		– Sell
-200
Closed -$14K – 708
2015
Q4 		$14K Hold
200
– – 0.01% 360
2015
Q3 		$13K Buy
+200
New +$15.6K 0.01% 359

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focused Wealth Management's PJP Position: Q1 2024 in Review

Focused Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2024, closing a stake of 16 shares — an estimated $1.19K sold.

Focused Wealth Management first reported a position in PJP in Q3 2015 and held it in 26 quarters. The position peaked at $2.57M in Q3 2018. 93 funds tracked by Wall St. Rank hold PJP as of Q1 2024.

  • Focused Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 16 Invesco Pharmaceuticals ETF shares in Q1 2024, an estimated $1.19K.
  • Focused Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q3 2015 and held it in 26 quarters.
  • Focused Wealth Management's Invesco Pharmaceuticals ETF position peaked at $2.57M in Q3 2018.
  • 93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.