Obermeyer Wealth Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Obermeyer Wealth Partners’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	–	Sell	-3,700	Closed	-$342K	–	309
2025 Q3	$342K	Hold	3,700	–	–	0.02%	216
2025 Q2	$296K	Hold	3,700	–	–	0.01%	220
2025 Q1	$320K	Hold	3,700	–	–	0.02%	195
2024 Q4	$306K	Buy	+3,700	New	+$318K	0.02%	205

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MWM

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

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's PJP Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2025, closing a stake of 3,700 shares — an estimated $342K sold.

Obermeyer Wealth Partners first reported a position in PJP in Q4 2024 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 105 funds tracked by Wall St. Rank hold PJP as of Q4 2025.

Obermeyer Wealth Partners reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,700 Invesco Pharmaceuticals ETF shares in Q4 2025, an estimated $342K.
Obermeyer Wealth Partners first reported a position in Invesco Pharmaceuticals ETF in Q4 2024 and held it in 4 quarters.
Obermeyer Wealth Partners's Invesco Pharmaceuticals ETF position peaked at $342K in Q3 2025.
105 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.