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Optimum Investment Advisors’s VanEck Pharmaceutical ETF PPH Stock Holding History

Optimum Investment Advisors’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-295
Closed -$27K – 657
2024
Q2 		$27K Buy
+295
New +$26.3K 0.01% 410

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Optimum Investment Advisors's PPH Position: Q3 2024 in Review

Optimum Investment Advisors sold out of VanEck Pharmaceutical ETF (PPH) in Q3 2024, closing a stake of 295 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in PPH in Q2 2024 and held it in 1 quarter. The position peaked at $27K in Q2 2024. 142 funds tracked by Wall St. Rank hold PPH as of Q3 2024.

  • Optimum Investment Advisors reported no remaining VanEck Pharmaceutical ETF position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 295 VanEck Pharmaceutical ETF shares in Q3 2024, an estimated $27K.
  • Optimum Investment Advisors first reported a position in VanEck Pharmaceutical ETF in Q2 2024 and held it in 1 quarter.
  • Optimum Investment Advisors's VanEck Pharmaceutical ETF position peaked at $27K in Q2 2024.
  • 142 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.