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 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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

Independent Financial Group's PJP Position: Q2 2026 in Review

Independent Financial Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2026, closing a stake of 4,919 shares — an estimated $510K sold.

Independent Financial Group first reported a position in PJP in Q1 2021 and held it in 12 quarters. The position peaked at $510K in Q1 2026. 117 funds tracked by Wall St. Rank hold PJP as of Q2 2026.

Independent Financial Group reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 4,919 Invesco Pharmaceuticals ETF shares in Q2 2026, an estimated $510K.
Independent Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q1 2021 and held it in 12 quarters.
Independent Financial Group's Invesco Pharmaceuticals ETF position peaked at $510K in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.