Institute for Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Institute for 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
2026 Q1	$1.26M	Sell	12,100 -59	-0.5%	-$6.23K	0.13%	167
2025 Q4	$1.27M	Sell	12,159 -323	-3%	-$32.5K	0.13%	160
2025 Q3	$1.15M	Sell	12,482 -287	-2%	-$25.1K	0.12%	175
2025 Q2	$1.02M	Sell	12,769 -99	-0.8%	-$7.9K	0.11%	191
2025 Q1	$1.11M	Hold	12,868	–	–	0.14%	165
2024 Q4	$1.06M	Hold	12,868	–	–	0.13%	161
2024 Q3	$1.12M	Sell	12,868 -157	-1%	-$13.4K	0.14%	156
2024 Q2	$1.07M	Hold	13,025	–	–	0.14%	155
2024 Q1	$1.04M	Hold	13,025	–	–	0.14%	160
2023 Q4	$991K	Sell	13,025 -143	-1%	-$10.2K	0.16%	152
2023 Q3	$953K	Hold	13,168	–	–	0.17%	148
2023 Q2	$996K	Sell	13,168 -27	-0.2%	-$2.06K	0.18%	149
2023 Q1	$1M	Sell	13,195 -219	-2%	-$16.9K	0.2%	139
2022 Q4	$1.05M	Buy	13,414 +547	+4%	+$42K	0.22%	125
2022 Q3	$917K	Sell	12,867 -68	-0.5%	-$5.07K	0.21%	131
2022 Q2	$970K	Buy	12,935 +433	+3%	+$32.8K	0.19%	139
2022 Q1	$995K	Sell	12,502 -6	-0%	-$465	0.16%	159
2021 Q4	$1.01M	Buy	12,508 +756	+6%	+$59.8K	0.17%	155
2021 Q3	$909K	Buy	11,752 +1,136	+11%	+$91.6K	0.16%	167
2021 Q2	$854K	Buy	10,616 +705	+7%	+$56K	0.15%	180
2021 Q1	$782K	Buy	9,911 +181	+2%	+$14.1K	0.15%	183
2020 Q4	$695K	Sell	9,730 -683	-7%	-$45.7K	0.14%	191
2020 Q3	$665K	Sell	10,413 -232	-2%	-$15.2K	0.15%	172
2020 Q2	$689K	Hold	10,645	–	–	0.17%	164
2020 Q1	$586K	Sell	10,645 -200	-2%	-$12.2K	0.19%	155
2019 Q4	$702K	Sell	10,845 -35	-0.3%	-$2.13K	0.16%	193
2019 Q3	$616K	Hold	10,880	–	–	0.16%	197
2019 Q2	$655K	Sell	10,880 -125	-1%	-$7.67K	0.15%	213
2019 Q1	$717K	Hold	11,005	–	–	0.16%	180
2018 Q4	$686K	Buy	+11,005	New	+$743K	0.28%	111
2018 Q2	–	Sell	-10,705	Closed	-$656K	–	237
2018 Q1	$656K	Sell	10,705 -300	-3%	-$19.8K	0.19%	166
2017 Q4	$702K	Sell	11,005 -350	-3%	-$22.4K	0.16%	183
2017 Q3	$748K	Hold	11,355	–	–	0.24%	146
2017 Q2	$711K	Buy	+11,355	New	+$682K	0.2%	170