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Matrix Private Capital Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Matrix Private Capital 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
2023
Q2 		– Sell
-961
Closed -$73K – 187
2023
Q1 		$73K Sell
961
-1,930
-67% -$149K 0.05% 148
2022
Q4 		$227K Buy
2,891
+698
+32% +$53.6K 0.15% 119
2022
Q3 		$156K Hold
2,193
– – 0.11% 129
2022
Q2 		$164K Buy
+2,193
New +$166K 0.09% 168
2021
Q2 		– Sell
-3,197
Closed -$252K – 253
2021
Q1 		$252K Buy
3,197
+1,063
+50% +$82.9K 0.15% 149
2020
Q4 		$152K Buy
+2,134
New +$143K 0.11% 163

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
PWW
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return