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Park Square Financial Group’s VanEck Pharmaceutical ETF PPH Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-600
Closed -$52.8K – 773
2025
Q2 		$52.8K Hold
600
– – 0.04% 290
2025
Q1 		$54.7K Buy
600
+100
+20% +$9.01K 0.04% 252
2024
Q4 		$43.1K Buy
+500
New +$45.2K 0.03% 300

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

Park Square Financial Group sold out of VanEck Pharmaceutical ETF (PPH) in Q3 2025, closing a stake of 600 shares — an estimated $52.8K sold.

Park Square Financial Group first reported a position in PPH in Q4 2024 and held it in 3 quarters. The position peaked at $54.7K in Q1 2025. 127 funds tracked by Wall St. Rank hold PPH as of Q3 2025.

  • Park Square Financial Group reported no remaining VanEck Pharmaceutical ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 600 VanEck Pharmaceutical ETF shares in Q3 2025, an estimated $52.8K.
  • Park Square Financial Group first reported a position in VanEck Pharmaceutical ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's VanEck Pharmaceutical ETF position peaked at $54.7K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q3 2025.

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