Simon Quick Advisors
PJP icon

Simon Quick Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Simon Quick Advisors’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
2026
Q3 		$456K Hold
3,700
– – 0.02% 298
2026
Q2 		$438K Hold
3,700
– – 0.02% 283
2026
Q1 		$384K Buy
+3,700
New +$391K 0.02% 275
2017
Q4 		– Sell
-285
Closed -$19K – 552
2017
Q3 		$19K Hold
285
– – 0.01% 367
2017
Q2 		$18K Hold
285
– – 0.01% 194
2017
Q1 		$17K Buy
+285
New +$16.7K 0.01% 223

Other funds holding PJP

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Simon Quick Advisors's PJP Position: Q3 2026 in Review

Simon Quick Advisors held its Invesco Pharmaceuticals ETF (PJP) position steady in Q3 2026 at 3,700 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #298.

Simon Quick Advisors first reported a position in PJP in Q1 2017 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold PJP as of Q3 2026.

  • Simon Quick Advisors held 3,700 shares of Invesco Pharmaceuticals ETF worth $456K as of Q3 2026.
  • Simon Quick Advisors left its Invesco Pharmaceuticals ETF share count unchanged in Q3 2026.
  • Invesco Pharmaceuticals ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #298 holding.
  • Simon Quick Advisors first reported a position in Invesco Pharmaceuticals ETF in Q1 2017 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.