PSF
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Pacific Sun Financial’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Pacific Sun Financial’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
Q2 		– Sell
-2,600
Closed -$225K – 190
2025
Q1 		$225K Sell
2,600
-140
-5% -$11.9K 0.13% 168
2024
Q4 		$226K Sell
2,740
-415
-13% -$35.7K 0.12% 167
2024
Q3 		$274K Sell
3,155
-500
-14% -$42.8K 0.15% 152
2024
Q2 		$300K Sell
3,655
-205
-5% -$16.3K 0.18% 142
2024
Q1 		$309K Sell
3,860
-330
-8% -$25.6K 0.18% 142
2023
Q4 		$319K Sell
4,190
-30
-0.7% -$2.15K 0.2% 131
2023
Q3 		$305K Sell
4,220
-200
-5% -$15.3K 0.21% 126
2023
Q2 		$336K Buy
+4,420
New +$337K 0.22% 124
2022
Q4 		$347K Sell
4,420
-400
-8% -$30.7K 0.24% 122
2022
Q3 		$344K Hold
4,820
– – 0.24% 123
2022
Q2 		$361K Sell
4,820
-100
-2% -$7.58K 0.24% 122
2022
Q1 		$392K Sell
4,920
-40
-0.8% -$3.1K 0.21% 124
2021
Q4 		$402K Sell
4,960
-110
-2% -$8.7K 0.21% 121
2021
Q3 		$392K Buy
+5,070
New +$409K 0.23% 119
2020
Q3 		$371K Buy
5,810
+50
+0.9% +$3.27K 0.31% 97
2020
Q2 		$373K Hold
5,760
– – 0.34% 94
2020
Q1 		$317K Sell
5,760
-430
-7% -$26.2K 0.36% 91
2019
Q4 		$401K Sell
6,190
-3,882
-39% -$236K 0.35% 92
2019
Q3 		$571K Sell
10,072
-1,180
-10% -$67.9K 0.54% 66
2019
Q2 		$677K Buy
+11,252
New +$690K 0.65% 53
2018
Q2 		$929K Sell
12,880
-760
-6% -$48.9K 0.96% 40
2018
Q1 		$851K Buy
+13,640
New +$898K 1.12% 31

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Sun Financial's PJP Position: Q2 2025 in Review

Pacific Sun Financial sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2025, closing a stake of 2,600 shares — an estimated $225K sold.

Pacific Sun Financial first reported a position in PJP in Q1 2018 and held it in 22 quarters. The position peaked at $929K in Q2 2018. 92 funds tracked by Wall St. Rank hold PJP as of Q2 2025.

  • Pacific Sun Financial reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 2,600 Invesco Pharmaceuticals ETF shares in Q2 2025, an estimated $225K.
  • Pacific Sun Financial first reported a position in Invesco Pharmaceuticals ETF in Q1 2018 and held it in 22 quarters.
  • Pacific Sun Financial's Invesco Pharmaceuticals ETF position peaked at $929K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2025.

Based on Pacific Sun Financial's 13F filing for Q2 2025, filed 30 Jul 2025.