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	–	1005
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 $1.89T 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

SOA Wealth Advisors's PJP Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in PJP in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 94 funds tracked by Wall St. Rank hold PJP as of Q4 2022.

SOA Wealth Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 21 Invesco Pharmaceuticals ETF shares in Q4 2022, an estimated $1K.
SOA Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q4 2020 and held it in 8 quarters.
SOA Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $1K in Q3 2022.
94 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.