Steward Partners Investment Advisory’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Steward Partners Investment Advisory’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 Q1	$207K	Buy	1,991 +100	+5%	+$10.6K	﹤0.01%	2006
2025 Q4	$198K	Buy	1,891 +750	+66%	+$75.5K	﹤0.01%	1939
2025 Q3	$106K	Hold	1,141	–	–	﹤0.01%	2205
2025 Q2	$91.1K	Hold	1,141	–	–	﹤0.01%	2169
2025 Q1	$98.8K	Buy	1,141 +216	+23%	+$18.4K	﹤0.01%	2023
2024 Q4	$76.4K	Hold	925	–	–	﹤0.01%	2114
2024 Q3	$80.4K	Hold	925	–	–	﹤0.01%	1990
2024 Q2	$76K	Hold	925	–	–	﹤0.01%	1908
2024 Q1	$74.1K	Buy	925 +625	+208%	+$48.4K	﹤0.01%	1903
2023 Q4	$22.8K	Hold	300	–	–	﹤0.01%	2342
2023 Q3	$21.7K	Hold	300	–	–	﹤0.01%	2269
2023 Q2	$22.7K	Hold	300	–	–	﹤0.01%	2229
2023 Q1	$22.8K	Sell	300 -1,200	-80%	-$92.5K	﹤0.01%	2193
2022 Q4	$118K	Hold	1,500	–	–	﹤0.01%	1485
2022 Q3	$107K	Hold	1,500	–	–	﹤0.01%	1468
2022 Q2	$112K	Hold	1,500	–	–	﹤0.01%	1447
2022 Q1	$119K	Hold	1,500	–	–	﹤0.01%	1536
2021 Q4	$122K	Buy	1,500 +300	+25%	+$23.7K	﹤0.01%	1510
2021 Q3	$93K	Hold	1,200	–	–	﹤0.01%	1577
2021 Q2	$97K	Hold	1,200	–	–	﹤0.01%	2336
2021 Q1	$94.7K	Hold	1,200	–	–	﹤0.01%	1659
2020 Q4	$86K	Hold	1,200	–	–	﹤0.01%	1424
2020 Q3	$77K	Hold	1,200	–	–	﹤0.01%	1319
2020 Q2	$78K	Hold	1,200	–	–	﹤0.01%	1245
2020 Q1	$66K	Hold	1,200	–	–	﹤0.01%	1169
2019 Q4	$77K	Sell	1,200 -65	-5%	-$3.96K	﹤0.01%	1225
2019 Q3	$71K	Buy	1,265 +65	+5%	+$3.74K	﹤0.01%	1214
2019 Q2	$72K	Buy	+1,200	New	+$73.6K	﹤0.01%	1193
2018 Q4	–	Sell	-1,200	Closed	-$88K	–	1759
2018 Q3	$88K	Hold	1,200	–	–	﹤0.01%	974
2018 Q2	$81K	Hold	1,200	–	–	﹤0.01%	917
2018 Q1	$74K	Buy	+1,200	New	+$79K	0.01%	859

Other funds holding PJP

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PAM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's PJP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Pharmaceuticals ETF (PJP) stake by 5.3% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,991 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Steward Partners Investment Advisory first reported a position in PJP in Q1 2018 and has held it in 31 quarters since. 119 funds tracked by Wall St. Rank hold PJP as of Q1 2026.

Steward Partners Investment Advisory held 1,991 shares of Invesco Pharmaceuticals ETF worth $207K as of Q1 2026.
Steward Partners Investment Advisory bought 100 Invesco Pharmaceuticals ETF shares in Q1 2026, an estimated $10.6K.
Invesco Pharmaceuticals ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2006 holding.
Steward Partners Investment Advisory first reported a position in Invesco Pharmaceuticals ETF in Q1 2018 and has held it in 31 quarters since.
119 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.