Global Retirement Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-47	Closed	-$4.12K	–	3755
2024 Q3	$4.12K	Hold	47	–	–	﹤0.01%	2655
2024 Q2	$3.88K	Hold	47	–	–	﹤0.01%	2720
2024 Q1	$3.78K	Hold	47	–	–	﹤0.01%	2514
2023 Q4	$3.59K	Hold	47	–	–	﹤0.01%	2456
2023 Q3	$3.33K	Hold	47	–	–	﹤0.01%	2341
2023 Q2	$3.55K	Hold	47	–	–	﹤0.01%	2334
2023 Q1	$3.62K	Hold	47	–	–	﹤0.01%	2283
2022 Q4	$3.69K	Hold	47	–	–	﹤0.01%	2125
2022 Q3	$4K	Hold	47	–	–	﹤0.01%	2023
2022 Q2	$4K	Hold	47	–	–	﹤0.01%	1983
2022 Q1	$3K	Buy	+47	New	+$3.65K	﹤0.01%	2085
2021 Q4	–	Sell	-47	Closed	-$4K	–	1360
2021 Q3	$4K	Hold	47	–	–	﹤0.01%	1700
2021 Q2	$4K	Hold	47	–	–	﹤0.01%	1634
2021 Q1	$4K	Hold	47	–	–	﹤0.01%	1540
2020 Q4	$3K	Hold	47	–	–	﹤0.01%	1551
2020 Q3	$3K	Hold	47	–	–	﹤0.01%	1437
2020 Q2	$3K	Hold	47	–	–	﹤0.01%	1403
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	1355
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	1429
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	1404
2019 Q2	$3K	Sell	47 -126	-73%	-$7.73K	﹤0.01%	1390
2019 Q1	$11K	Hold	173	–	–	﹤0.01%	1034
2018 Q4	$11K	Hold	173	–	–	﹤0.01%	947
2018 Q3	$13K	Hold	173	–	–	﹤0.01%	961
2018 Q2	$12K	Hold	173	–	–	﹤0.01%	956
2018 Q1	$11K	Hold	173	–	–	﹤0.01%	944
2017 Q4	$11K	Buy	173 +9	+5%	+$577	﹤0.01%	880
2017 Q3	$11K	Buy	164 +1	+0.6%	+$63	﹤0.01%	803
2017 Q2	$10K	Hold	163	–	–	﹤0.01%	790
2017 Q1	$10K	Hold	163	–	–	0.01%	749
2016 Q4	$9K	Buy	+163	New	+$9.39K	0.01%	722

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Global Retirement Partners's PJP Position: Q4 2024 in Review

Global Retirement Partners sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2024, closing a stake of 47 shares — an estimated $4.12K sold.

Global Retirement Partners first reported a position in PJP in Q4 2016 and held it in 31 quarters. The position peaked at $13K in Q3 2018. 93 funds tracked by Wall St. Rank hold PJP as of Q4 2024.

Global Retirement Partners reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 47 Invesco Pharmaceuticals ETF shares in Q4 2024, an estimated $4.12K.
Global Retirement Partners first reported a position in Invesco Pharmaceuticals ETF in Q4 2016 and held it in 31 quarters.
Global Retirement Partners's Invesco Pharmaceuticals ETF position peaked at $13K in Q3 2018.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.