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Howe & Rusling’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Howe & Rusling’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
-556
Closed -$48.4K – 448
2024
Q3 		$48.4K Buy
+556
New +$47.6K ﹤0.01% 302

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wells Fargo
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

Howe & Rusling's PJP Position: Q4 2024 in Review

Howe & Rusling sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2024, closing a stake of 556 shares — an estimated $48.4K sold.

Howe & Rusling first reported a position in PJP in Q3 2024 and held it in 1 quarter. The position peaked at $48.4K in Q3 2024. 93 funds tracked by Wall St. Rank hold PJP as of Q4 2024.

  • Howe & Rusling reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 556 Invesco Pharmaceuticals ETF shares in Q4 2024, an estimated $48.4K.
  • Howe & Rusling first reported a position in Invesco Pharmaceuticals ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's Invesco Pharmaceuticals ETF position peaked at $48.4K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.