Larson Financial Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Larson Financial 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
2020 Q2	–	Sell	-15	Closed	-$1K	–	739
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	501
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	532
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	506
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	459
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	452
2018 Q4	$1K	Buy	+15	New	+$1.01K	﹤0.01%	432

Other funds holding PJP

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Larson Financial Group's PJP Position: Q2 2020 in Review

Larson Financial Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Larson Financial Group first reported a position in PJP in Q4 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 86 funds tracked by Wall St. Rank hold PJP as of Q2 2020.

Larson Financial Group reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
Larson Financial Group sold 15 Invesco Pharmaceuticals ETF shares in Q2 2020, an estimated $1K.
Larson Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2018 and held it in 6 quarters.
Larson Financial Group's Invesco Pharmaceuticals ETF position peaked at $1K in Q1 2020.
86 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2020.

Based on Larson Financial Group's 13F filing for Q2 2020, filed 10 Jul 2020.