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

MGB 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
2025 Q4	$2.2M	Buy	21,045 +8	+0%	+$805	0.63%	37
2025 Q3	$1.95M	Sell	21,037 -73	-0.3%	-$6.39K	0.55%	36
2025 Q2	$1.69M	Sell	21,110 -32	-0.2%	-$2.55K	0.56%	42
2025 Q1	$1.83M	Sell	21,142 -834	-4%	-$71K	0.66%	33
2024 Q4	$1.82M	Buy	21,976 +2,345	+12%	+$202K	0.56%	36
2024 Q3	$1.71M	Hold	19,631	–	–	0.62%	35
2024 Q2	$1.65M	Buy	19,631 +2	+0%	+$159	0.62%	39
2024 Q1	$1.57M	Buy	19,629 +1	+0%	+$77	0.64%	39
2023 Q4	$1.49M	Buy	+19,628	New	+$1.4M	0.75%	35

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

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

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

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

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

DBIA

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MGB Wealth Management's PJP Position: Q4 2025 in Review

MGB Wealth Management increased its Invesco Pharmaceuticals ETF (PJP) stake by 0.04% in Q4 2025, buying an estimated $805 and bringing the position to 21,045 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #37.

MGB Wealth Management first reported a position in PJP in Q4 2023 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold PJP as of Q4 2025.

MGB Wealth Management held 21,045 shares of Invesco Pharmaceuticals ETF worth $2.2M as of Q4 2025.
MGB Wealth Management bought 8 Invesco Pharmaceuticals ETF shares in Q4 2025, an estimated $805.
Invesco Pharmaceuticals ETF made up 0.63% of MGB Wealth Management's portfolio in Q4 2025, its #37 holding.
MGB Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2023 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.