Golden State Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Golden State 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
2020 Q2	–	Sell	-219	Closed	-$12K	–	737
2020 Q1	$12K	Buy	+219	New	+$13.3K	0.01%	591
2019 Q4	–	Sell	-219	Closed	-$12K	–	686
2019 Q3	$12K	Hold	219	–	–	﹤0.01%	717
2019 Q2	$13K	Hold	219	–	–	﹤0.01%	700
2019 Q1	$14K	Buy	+219	New	+$14.4K	﹤0.01%	707

Other funds holding PJP

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Golden State Wealth Management's PJP Position: Q2 2020 in Review

Golden State Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2020, closing a stake of 219 shares — an estimated $12K sold.

Golden State Wealth Management first reported a position in PJP in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q1 2019. 86 funds tracked by Wall St. Rank hold PJP as of Q2 2020.

Golden State Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 219 Invesco Pharmaceuticals ETF shares in Q2 2020, an estimated $12K.
Golden State Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Invesco Pharmaceuticals ETF position peaked at $14K in Q1 2019.
86 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.