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Stonebridge Financial Planning Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Stonebridge Financial Planning Group’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 		$282K Sell
2,714
-191
-7% -$20.2K 0.1% 152
2025
Q4 		$304K Sell
2,905
-99
-3% -$9.96K 0.11% 147
2025
Q3 		$278K Sell
3,004
-780
-21% -$68.3K 0.1% 150
2025
Q2 		$302K Buy
3,784
+2
+0.1% +$160 0.13% 144
2025
Q1 		$328K Sell
3,782
-148
-4% -$12.6K 0.15% 133
2024
Q4 		$325K Sell
3,930
-60
-2% -$5.16K 0.15% 134
2024
Q3 		$347K Sell
3,990
-475
-11% -$40.6K 0.17% 128
2024
Q2 		$367K Sell
4,465
-50
-1% -$3.97K 0.18% 121
2024
Q1 		$362K Sell
4,515
-900
-17% -$69.7K 0.19% 119
2023
Q4 		$412K Sell
5,415
-428
-7% -$30.6K 0.24% 104
2023
Q3 		$423K Sell
5,843
-150
-3% -$11.5K 0.27% 95
2023
Q2 		$453K Buy
5,993
+1
+0% +$76 0.28% 86
2023
Q1 		$455K Hold
5,992
– – 0.29% 88
2022
Q4 		$471K Buy
5,992
+151
+3% +$11.6K 0.31% 80
2022
Q3 		$416K Hold
5,841
– – 0.29% 83
2022
Q2 		$438K Sell
5,841
-524
-8% -$39.7K 0.3% 74
2022
Q1 		$507K Sell
6,365
-176
-3% -$13.6K 0.28% 74
2021
Q4 		$501K Sell
6,541
-1,654
-20% -$131K 0.26% 74
2021
Q3 		$669K Sell
8,195
-1,934
-19% -$156K 0.33% 66
2021
Q2 		$814K Buy
10,129
+1,100
+12% +$87.4K 0.43% 52
2021
Q1 		$702K Buy
9,029
+302
+3% +$23.6K 0.41% 53
2020
Q4 		$623K Hold
8,727
– – 0.39% 51
2020
Q3 		$575K Buy
8,727
+430
+5% +$28.1K 0.41% 52
2020
Q2 		$544K Buy
8,297
+7,436
+864% +$462K 0.46% 48
2020
Q1 		$50K Buy
861
+410
+91% +$25K 0.05% 171
2019
Q4 		$29K Buy
+451
New +$27.4K 0.03% 208

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's PJP Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its Invesco Pharmaceuticals ETF (PJP) stake by 6.6% in Q1 2026, selling an estimated $20.2K and leaving 2,714 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #152.

Stonebridge Financial Planning Group first reported a position in PJP in Q4 2019 and has held it in 26 quarters since. The position peaked at $814K in Q2 2021. 119 funds tracked by Wall St. Rank hold PJP as of Q1 2026.

  • Stonebridge Financial Planning Group held 2,714 shares of Invesco Pharmaceuticals ETF worth $282K as of Q1 2026.
  • Stonebridge Financial Planning Group sold 191 Invesco Pharmaceuticals ETF shares in Q1 2026, an estimated $20.2K.
  • Invesco Pharmaceuticals ETF made up 0.1% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #152 holding.
  • Stonebridge Financial Planning Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's Invesco Pharmaceuticals ETF position peaked at $814K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.