Independent Financial Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Independent Financial Group’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	$568K	Buy	+4,607	New	+$572K	0.01%	948
2026 Q2	–	Sell	-4,919	Closed	-$510K	–	1608
2026 Q1	$510K	Buy	+4,919	New	+$520K	0.01%	924
2023 Q4	–	Sell	-2,811	Closed	-$203K	–	994
2023 Q3	$203K	Sell	2,811 -53	-2%	-$4.06K	0.01%	827
2023 Q2	$217K	Sell	2,864 -821	-22%	-$62.7K	0.01%	790
2023 Q1	$280K	Buy	3,685 +2	+0.1%	+$154	0.02%	634
2022 Q4	$289K	Buy	3,683 +2	+0.1%	+$154	0.02%	569
2022 Q3	$262K	Buy	3,681 +152	+4%	+$11.3K	0.02%	578
2022 Q2	$265K	Buy	3,529 +2	+0.1%	+$152	0.03%	538
2022 Q1	$281K	Buy	3,527 +1	+0%	+$78	0.02%	621
2021 Q4	$286K	Buy	3,526 +766	+28%	+$60.5K	0.02%	615
2021 Q3	$213K	Sell	2,760 -98	-3%	-$7.9K	0.02%	646
2021 Q2	$230K	Buy	2,858 +125	+5%	+$9.93K	0.02%	618
2021 Q1	$216K	Buy	+2,733	New	+$213K	0.03%	571

Other funds holding PJP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Independent Financial Group's PJP Position: Q3 2026 in Review

Independent Financial Group opened a new position in Invesco Pharmaceuticals ETF (PJP) in Q3 2026: 4,607 shares worth $568K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in PJP as recently as Q1 2026.

Independent Financial Group first reported a position in PJP in Q1 2021 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold PJP as of Q3 2026.

Independent Financial Group held 4,607 shares of Invesco Pharmaceuticals ETF worth $568K as of Q3 2026.
Invesco Pharmaceuticals ETF was a new Independent Financial Group position in Q3 2026.
Invesco Pharmaceuticals ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #948 holding.
Independent Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q1 2021 and has held it in 13 quarters since.
10 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.