KIG
PJP icon

Kowal Investment Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-275
Closed -$21K – 707
2021
Q3 		$21K Buy
+275
New +$22.2K 0.01% 380

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Kowal Investment Group's PJP Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2021, closing a stake of 275 shares — an estimated $21K sold.

Kowal Investment Group first reported a position in PJP in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 82 funds tracked by Wall St. Rank hold PJP as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 275 Invesco Pharmaceuticals ETF shares in Q4 2021, an estimated $21K.
  • Kowal Investment Group first reported a position in Invesco Pharmaceuticals ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Pharmaceuticals ETF position peaked at $21K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.