LWM
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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 $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 $400M AUM 21.87% 1-Year Est. Return