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Summit Wealth Group (Colorado)’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Summit Wealth Group (Colorado)’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 		$442K Buy
4,264
+9
+0.2% +$951 0.05% 196
2025
Q4 		$445K Buy
+4,255
New +$428K 0.06% 158
2025
Q3 		– Sell
-4,582
Closed -$366K – 404
2025
Q2 		$366K Buy
+4,582
New +$366K 0.09% 161

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

Summit Wealth Group (Colorado)'s PJP Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Invesco Pharmaceuticals ETF (PJP) stake by 0.21% in Q1 2026, buying an estimated $951 and bringing the position to 4,264 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #196.

Summit Wealth Group (Colorado) first reported a position in PJP in Q2 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 119 funds tracked by Wall St. Rank hold PJP as of Q1 2026.

  • Summit Wealth Group (Colorado) held 4,264 shares of Invesco Pharmaceuticals ETF worth $442K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 9 Invesco Pharmaceuticals ETF shares in Q1 2026, an estimated $951.
  • Invesco Pharmaceuticals ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #196 holding.
  • Summit Wealth Group (Colorado) first reported a position in Invesco Pharmaceuticals ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Invesco Pharmaceuticals ETF position peaked at $445K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.