Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RDFA
Ritter Daniher Financial Advisory’s
Invesco Pharmaceuticals ETF
PJP
Stock Holding History
Ritter Daniher Financial Advisory’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
-250
Closed
-$20K
–
470
2025
Q2
$20K
Hold
250
–
–
﹤0.01%
228
2025
Q1
$21.7K
Hold
250
–
–
0.01%
216
2024
Q4
$20.7K
Hold
250
–
–
0.01%
210
2024
Q3
$21.7K
Hold
250
–
–
0.01%
204
2024
Q2
$20.6K
Sell
250
-50
-17%
-$3.97K
0.01%
198
2024
Q1
$24K
Hold
300
–
–
0.01%
189
2023
Q4
$22.8K
Sell
300
-34
-10%
-$2.43K
0.01%
193
2023
Q3
$24.2K
Hold
334
–
–
0.01%
178
2023
Q2
$25.3K
Buy
+334
New
+$25.5K
0.01%
169
2022
Q1
–
Sell
-110
Closed
-$9K
–
259
2021
Q4
$9K
Hold
110
–
–
0.01%
169
2021
Q3
$9K
Hold
110
–
–
0.01%
166
2021
Q2
$9K
Hold
110
–
–
0.01%
162
2021
Q1
$9K
Hold
110
–
–
0.01%
151
2020
Q4
$8K
Buy
+110
New
+$7.36K
0.01%
147
Other funds holding PJP
PAM
Peak Asset Management
Louisville, Colorado
$567M AUM
16.44%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close