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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
Q2 		$400K Buy
3,375
+661
+24% +$71.5K 0.13% 138
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

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

Stonebridge Financial Planning Group's PJP Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Invesco Pharmaceuticals ETF (PJP) stake by 24% in Q2 2026, buying an estimated $71.5K and bringing the position to 3,375 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #138.

Stonebridge Financial Planning Group first reported a position in PJP in Q4 2019 and has held it in 27 quarters since. The position peaked at $814K in Q2 2021. 116 funds tracked by Wall St. Rank hold PJP as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,375 shares of Invesco Pharmaceuticals ETF worth $400K as of Q2 2026.
  • Stonebridge Financial Planning Group bought 661 Invesco Pharmaceuticals ETF shares in Q2 2026, an estimated $71.5K.
  • Invesco Pharmaceuticals ETF made up 0.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #138 holding.
  • Stonebridge Financial Planning Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Invesco Pharmaceuticals ETF position peaked at $814K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.