JGCM
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Joseph Group Capital Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Joseph Group Capital 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 		$2.36M Buy
22,713
+487
+2% +$51.4K 0.59% 42
2025
Q4 		$2.32M Buy
22,226
+95
+0.4% +$9.56K 0.61% 42
2025
Q3 		$2.05M Buy
22,131
+889
+4% +$77.8K 0.58% 42
2025
Q2 		$1.7M Buy
21,242
+1,907
+10% +$152K 0.57% 43
2025
Q1 		$1.67M Buy
19,335
+1,938
+11% +$165K 0.64% 41
2024
Q4 		$1.44M Buy
17,397
+2,317
+15% +$199K 0.57% 43
2024
Q3 		$1.31M Buy
15,080
+2,079
+16% +$178K 0.5% 44
2024
Q2 		$1.07M Buy
13,001
+1,272
+11% +$101K 0.55% 43
2024
Q1 		$940K Sell
11,729
-16,136
-58% -$1.25M 0.47% 43
2023
Q4 		$2.12M Buy
+27,865
New +$1.99M 1.23% 21

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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