Park Square Financial Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-1,050	Closed	-$83.9K	–	764
2025 Q2	$83.9K	Buy	1,050 +50	+5%	+$3.99K	0.06%	225
2025 Q1	$86.6K	Hold	1,000	–	–	0.07%	191
2024 Q4	$82.6K	Buy	+1,000	New	+$86K	0.06%	208

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Park Square Financial Group's PJP Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2025, closing a stake of 1,050 shares — an estimated $83.9K sold.

Park Square Financial Group first reported a position in PJP in Q4 2024 and held it in 3 quarters. The position peaked at $86.6K in Q1 2025. 93 funds tracked by Wall St. Rank hold PJP as of Q3 2025.

Park Square Financial Group reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 1,050 Invesco Pharmaceuticals ETF shares in Q3 2025, an estimated $83.9K.
Park Square Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Invesco Pharmaceuticals ETF position peaked at $86.6K in Q1 2025.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.