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 Q2	$481K	Sell	4,063 -201	-5%	-$21.8K	0.04%	221
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	–	591
2025 Q2	$366K	Buy	+4,582	New	+$366K	0.09%	161

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Summit Wealth Group (Colorado)'s PJP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Invesco Pharmaceuticals ETF (PJP) stake by 4.7% in Q2 2026, selling an estimated $21.8K and leaving 4,063 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #221.

Summit Wealth Group (Colorado) first reported a position in PJP in Q2 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold PJP as of Q2 2026.

Summit Wealth Group (Colorado) held 4,063 shares of Invesco Pharmaceuticals ETF worth $481K as of Q2 2026.
Summit Wealth Group (Colorado) sold 201 Invesco Pharmaceuticals ETF shares in Q2 2026, an estimated $21.8K.
Invesco Pharmaceuticals ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #221 holding.
Summit Wealth Group (Colorado) first reported a position in Invesco Pharmaceuticals ETF in Q2 2025 and has held it in 4 quarters since.
117 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.