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Kraft Davis & Associates’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Kraft Davis & Associates’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
2025
Q1 		– Sell
-3,497
Closed -$302K – 142
2024
Q4 		$302K Sell
3,497
-161
-4% -$13.9K 0.09% 103
2024
Q3 		$316K Buy
3,658
+45
+1% +$3.85K 0.09% 102
2024
Q2 		$311K Sell
3,613
-15
-0.4% -$1.19K 0.09% 106
2024
Q1 		$291K Buy
3,628
+10
+0.3% +$775 0.09% 106
2023
Q4 		$277K Buy
+3,618
New +$259K 0.08% 105

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Kraft Davis & Associates's PJP Position: Q1 2025 in Review

Kraft Davis & Associates sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2025, closing a stake of 3,497 shares — an estimated $302K sold.

Kraft Davis & Associates first reported a position in PJP in Q4 2023 and held it in 5 quarters. The position peaked at $316K in Q3 2024. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2025.

  • Kraft Davis & Associates reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 3,497 Invesco Pharmaceuticals ETF shares in Q1 2025, an estimated $302K.
  • Kraft Davis & Associates first reported a position in Invesco Pharmaceuticals ETF in Q4 2023 and held it in 5 quarters.
  • Kraft Davis & Associates's Invesco Pharmaceuticals ETF position peaked at $316K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2025.

Based on Kraft Davis & Associates's 13F filing for Q1 2025, filed 24 Apr 2025.