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Fortem Financial Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-100
Closed -$7K – 370
2020
Q4 		$7K Buy
+100
New +$6.69K ﹤0.01% 375

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortem Financial Group's PJP Position: Q1 2021 in Review

Fortem Financial Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

Fortem Financial Group first reported a position in PJP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 89 funds tracked by Wall St. Rank hold PJP as of Q1 2021.

  • Fortem Financial Group reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 100 Invesco Pharmaceuticals ETF shares in Q1 2021, an estimated $7K.
  • Fortem Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Invesco Pharmaceuticals ETF position peaked at $7K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.