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 $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

Ritter Daniher Financial Advisory's PJP Position: Q3 2025 in Review

Ritter Daniher Financial Advisory sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2025, closing a stake of 250 shares — an estimated $20K sold.

Ritter Daniher Financial Advisory first reported a position in PJP in Q4 2020 and held it in 14 quarters. The position peaked at $25.3K in Q2 2023. 93 funds tracked by Wall St. Rank hold PJP as of Q3 2025.

Ritter Daniher Financial Advisory reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 250 Invesco Pharmaceuticals ETF shares in Q3 2025, an estimated $20K.
Ritter Daniher Financial Advisory first reported a position in Invesco Pharmaceuticals ETF in Q4 2020 and held it in 14 quarters.
Ritter Daniher Financial Advisory's Invesco Pharmaceuticals ETF position peaked at $25.3K in Q2 2023.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2025, filed 3 Nov 2025.