MWM
PJP icon

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 $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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return