Lee Financial’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Lee Financial’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
2023 Q3	–	Sell	-260	Closed	-$19.7K	–	850
2023 Q2	$19.7K	Hold	260	–	–	﹤0.01%	308
2023 Q1	$19.8K	Hold	260	–	–	﹤0.01%	308
2022 Q4	$20.4K	Hold	260	–	–	﹤0.01%	339
2022 Q3	$19K	Hold	260	–	–	﹤0.01%	341
2022 Q2	$19K	Hold	260	–	–	﹤0.01%	342
2022 Q1	$21K	Buy	+260	New	+$20.2K	﹤0.01%	332

Other funds holding PJP

PAM

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Lee Financial's PJP Position: Q3 2023 in Review

Lee Financial sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2023, closing a stake of 260 shares — an estimated $19.7K sold.

Lee Financial first reported a position in PJP in Q1 2022 and held it in 6 quarters. The position peaked at $21K in Q1 2022. 83 funds tracked by Wall St. Rank hold PJP as of Q3 2023.

Lee Financial reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 260 Invesco Pharmaceuticals ETF shares in Q3 2023, an estimated $19.7K.
Lee Financial first reported a position in Invesco Pharmaceuticals ETF in Q1 2022 and held it in 6 quarters.
Lee Financial's Invesco Pharmaceuticals ETF position peaked at $21K in Q1 2022.
83 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.