BPI
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BFC Planning, Inc.’s Invesco Pharmaceuticals ETF PJP Stock Holding History

BFC Planning, Inc.’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
2026
Q3 		$2.81M Buy
22,800
+22,330
+4,751% +$2.77M 0.11% 186
2026
Q2 		$55.7K Sell
470
-20,953
-98% -$2.27M ﹤0.01% 1504
2026
Q1 		$2.22M Buy
+21,423
New +$2.26M 0.1% 212

Other funds holding PJP

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Affinity Wealth Management
Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return
Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $526M AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Joseph Group Capital Management
Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return

BFC Planning, Inc.'s PJP Position: Q3 2026 in Review

BFC Planning, Inc. increased its Invesco Pharmaceuticals ETF (PJP) stake by 4,751% in Q3 2026, buying an estimated $2.77M and bringing the position to 22,800 shares worth $2.81M. The position accounts for 0.11% of the portfolio, ranked #186.

BFC Planning, Inc. first reported a position in PJP in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PJP as of Q3 2026.

  • BFC Planning, Inc. held 22,800 shares of Invesco Pharmaceuticals ETF worth $2.81M as of Q3 2026.
  • BFC Planning, Inc. bought 22,330 Invesco Pharmaceuticals ETF shares in Q3 2026, an estimated $2.77M.
  • Invesco Pharmaceuticals ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q3 2026, its #186 holding.
  • BFC Planning, Inc. first reported a position in Invesco Pharmaceuticals ETF in Q1 2026 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.