Money Concepts Capital’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-242	Closed	-$19K	–	2221
2022 Q4	$19K	Buy	+242	New	+$18.6K	﹤0.01%	1702
2022 Q2	–	Sell	-317	Closed	-$25K	–	2299
2022 Q1	$25K	Buy	+317	New	+$24.6K	﹤0.01%	1525

Other funds holding PJP

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

PAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

DBIA

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

Money Concepts Capital's PJP Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2023, closing a stake of 242 shares — an estimated $19K sold.

Money Concepts Capital first reported a position in PJP in Q1 2022 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 87 funds tracked by Wall St. Rank hold PJP as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 242 Invesco Pharmaceuticals ETF shares in Q1 2023, an estimated $19K.
Money Concepts Capital first reported a position in Invesco Pharmaceuticals ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Invesco Pharmaceuticals ETF position peaked at $25K in Q1 2022.
87 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.