Liberty Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-1,196	Closed	-$94K	–	840
2021 Q3	$94K	Buy	1,196 +599	+100%	+$48.3K	0.03%	305
2021 Q2	$48K	Buy	597 +3	+0.5%	+$238	0.02%	326
2021 Q1	$46K	Hold	594	–	–	0.02%	294
2020 Q4	$46K	Buy	594 +1	+0.2%	+$67	0.02%	291
2020 Q3	$38K	Buy	593 +1	+0.2%	+$65	0.02%	275
2020 Q2	$38K	Buy	592 +1	+0.2%	+$62	0.03%	261
2020 Q1	$32K	Sell	591 -316	-35%	-$19.2K	0.03%	274
2019 Q4	$57K	Buy	907 +444	+96%	+$27K	0.04%	224
2019 Q3	$26K	Sell	463 -316	-41%	-$18.2K	0.02%	353
2019 Q2	$47K	Buy	779 +318	+69%	+$19.5K	0.04%	253
2019 Q1	$30K	Sell	461 -44	-9%	-$2.89K	0.02%	287
2018 Q4	$31K	Buy	+505	New	+$34.1K	0.02%	258

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 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

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

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

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

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

Liberty Wealth Management's PJP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2021, closing a stake of 1,196 shares — an estimated $94K sold.

Liberty Wealth Management first reported a position in PJP in Q4 2018 and held it in 12 quarters. The position peaked at $94K in Q3 2021. 82 funds tracked by Wall St. Rank hold PJP as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,196 Invesco Pharmaceuticals ETF shares in Q4 2021, an estimated $94K.
Liberty Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Invesco Pharmaceuticals ETF position peaked at $94K in Q3 2021.
82 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.