SOA Wealth Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

SOA Wealth 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
2022 Q4	–	Sell	-21	Closed	-$1K	–	1006
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	791
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	775
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	866
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	839
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	860
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	840
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	784
2020 Q4	$1K	Buy	+21	New	+$1.41K	﹤0.01%	759

Other funds holding PJP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return