Sowell Financial Services’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-538	Closed	-$42K	–	2108
2021 Q1	$42K	Buy	538 +232	+76%	+$18.1K	﹤0.01%	1729
2020 Q4	$22K	Hold	306	–	–	﹤0.01%	1705
2020 Q3	$20K	Hold	306	–	–	﹤0.01%	1565
2020 Q2	$20K	Hold	306	–	–	﹤0.01%	1465
2020 Q1	$17K	Hold	306	–	–	﹤0.01%	1442
2019 Q4	$20K	Sell	306 -4,741	-94%	-$288K	﹤0.01%	1440
2019 Q3	$286K	Buy	+5,047	New	+$290K	0.02%	551
2019 Q1	$387K	Hold	5,944	–	–	0.04%	397
2018 Q4	$371K	Buy	+5,944	New	+$401K	0.05%	337

Other funds holding PJP

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

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

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

FDCDDQ

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Sowell Financial Services's PJP Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2021, closing a stake of 538 shares — an estimated $42K sold.

Sowell Financial Services first reported a position in PJP in Q4 2018 and held it in 9 quarters. The position peaked at $387K in Q1 2019. 90 funds tracked by Wall St. Rank hold PJP as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 538 Invesco Pharmaceuticals ETF shares in Q2 2021, an estimated $42K.
Sowell Financial Services first reported a position in Invesco Pharmaceuticals ETF in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's Invesco Pharmaceuticals ETF position peaked at $387K in Q1 2019.
90 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.