Selective Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-101	Closed	-$7K	–	565
2022 Q3	$7K	Hold	101	–	–	﹤0.01%	562
2022 Q2	$8K	Hold	101	–	–	﹤0.01%	589
2022 Q1	$8K	Hold	101	–	–	﹤0.01%	560
2021 Q4	$8K	Hold	101	–	–	﹤0.01%	507
2021 Q3	$8K	Hold	101	–	–	﹤0.01%	458
2021 Q2	$8K	Hold	101	–	–	0.01%	372
2021 Q1	$8K	Hold	101	–	–	0.01%	280
2020 Q4	$7K	Buy	+101	New	+$6.76K	﹤0.01%	270

Other funds holding PJP

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

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Selective Wealth Management's PJP Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2022, closing a stake of 101 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in PJP in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 94 funds tracked by Wall St. Rank hold PJP as of Q4 2022.

Selective Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 101 Invesco Pharmaceuticals ETF shares in Q4 2022, an estimated $7K.
Selective Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's Invesco Pharmaceuticals ETF position peaked at $8K in Q2 2022.
94 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.