Gradient Investments’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Gradient Investments’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	-165	Closed	-$11K	–	1251
2020 Q4	$11K	Hold	165	–	–	﹤0.01%	675
2020 Q3	$11K	Hold	165	–	–	﹤0.01%	679
2020 Q2	$11K	Hold	165	–	–	﹤0.01%	630
2020 Q1	$9K	Hold	165	–	–	﹤0.01%	677
2019 Q4	$11K	Hold	165	–	–	﹤0.01%	676
2019 Q3	$9K	Hold	165	–	–	﹤0.01%	691
2019 Q2	$10K	Hold	165	–	–	﹤0.01%	651
2019 Q1	$11K	Hold	165	–	–	﹤0.01%	537
2018 Q4	$10K	Hold	165	–	–	﹤0.01%	585
2018 Q3	$12K	Hold	165	–	–	﹤0.01%	601
2018 Q2	$11K	Hold	165	–	–	﹤0.01%	598
2018 Q1	$10K	Hold	165	–	–	﹤0.01%	635
2017 Q4	$11K	Buy	+165	New	+$10.6K	﹤0.01%	584
2017 Q3	–	Sell	-165	Closed	-$10K	–	580
2017 Q2	$10K	Hold	165	–	–	﹤0.01%	486
2017 Q1	$10K	Hold	165	–	–	﹤0.01%	510
2016 Q4	$9K	Hold	165	–	–	﹤0.01%	468
2016 Q3	$10K	Hold	165	–	–	﹤0.01%	453
2016 Q2	$10K	Buy	165 +25	+18%	+$1.57K	﹤0.01%	432
2016 Q1	$8K	Buy	+140	New	+$8.56K	﹤0.01%	471
2014 Q4	–	Sell	-25	Closed	-$2K	–	587
2014 Q3	$2K	Buy	+25	New	+$1.54K	﹤0.01%	423
2013 Q3	–	Sell	-305	Closed	-$13K	–	567
2013 Q2	$13K	Buy	+305	New	+$12.7K	﹤0.01%	253

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's PJP Position: Q1 2021 in Review

Gradient Investments sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2021, closing a stake of 165 shares — an estimated $11K sold.

Gradient Investments first reported a position in PJP in Q2 2013 and held it in 21 quarters. The position peaked at $13K in Q2 2013. 89 funds tracked by Wall St. Rank hold PJP as of Q1 2021.

Gradient Investments reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 165 Invesco Pharmaceuticals ETF shares in Q1 2021, an estimated $11K.
Gradient Investments first reported a position in Invesco Pharmaceuticals ETF in Q2 2013 and held it in 21 quarters.
Gradient Investments's Invesco Pharmaceuticals ETF position peaked at $13K in Q2 2013.
89 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.