M&R Capital Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

M&R Capital 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
2024 Q3	$11.7K	Hold	135	–	–	﹤0.01%	373
2024 Q2	$11.1K	Hold	135	–	–	﹤0.01%	356
2024 Q1	$10.8K	Hold	135	–	–	﹤0.01%	357
2023 Q4	$10.3K	Hold	135	–	–	﹤0.01%	396
2023 Q3	$9.77K	Hold	135	–	–	﹤0.01%	378
2023 Q2	$10.2K	Hold	135	–	–	﹤0.01%	386
2023 Q1	$10.3K	Hold	135	–	–	﹤0.01%	370
2022 Q4	$10.6K	Buy	+135	New	+$10.4K	﹤0.01%	349

Other funds holding PJP

PAM

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

M&R Capital Management's PJP Position: Q3 2024 in Review

M&R Capital Management held its Invesco Pharmaceuticals ETF (PJP) position steady in Q3 2024 at 135 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

M&R Capital Management first reported a position in PJP in Q4 2022 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold PJP as of Q3 2024.

M&R Capital Management held 135 shares of Invesco Pharmaceuticals ETF worth $11.7K as of Q3 2024.
M&R Capital Management left its Invesco Pharmaceuticals ETF share count unchanged in Q3 2024.
Invesco Pharmaceuticals ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #373 holding.
M&R Capital Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2022 and has held it in 8 quarters since.
97 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.