JWCA
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J.W. Cole Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

J.W. Cole Advisors’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 		$302K Buy
2,912
+2
+0.1% +$211 0.01% 628
2025
Q4 		$304K Buy
2,910
+131
+5% +$13.2K 0.01% 1094
2025
Q3 		$257K Sell
2,779
-114
-4% -$9.98K ﹤0.01% 1304
2025
Q2 		$231K Sell
2,893
-23
-0.8% -$1.83K ﹤0.01% 1286
2025
Q1 		$253K Buy
+2,916
New +$248K 0.01% 1048
2021
Q3 		– Sell
-3,159
Closed -$254K – 673
2021
Q2 		$254K Buy
3,159
+205
+7% +$16.3K 0.02% 629
2021
Q1 		$233K Buy
+2,954
New +$230K 0.02% 586
2020
Q4 		– Sell
-4,787
Closed -$306K – 821
2020
Q3 		$306K Buy
+4,787
New +$313K 0.02% 538

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PAM
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return