Tarbox Family Office’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-1	Closed	–	–	747
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1123
2021 Q4	$0	Sell	1 -73	-99%	-$5.77K	﹤0.01%	1169
2021 Q3	$6K	Buy	+74	New	+$5.97K	﹤0.01%	602

Other funds holding PJP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return

Tarbox Family Office's PJP Position: Q2 2022 in Review

Tarbox Family Office sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2022, closing a stake of 1 share.

Tarbox Family Office first reported a position in PJP in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 79 funds tracked by Wall St. Rank hold PJP as of Q2 2022.

Tarbox Family Office reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 1 Invesco Pharmaceuticals ETF share in Q2 2022.
Tarbox Family Office first reported a position in Invesco Pharmaceuticals ETF in Q3 2021 and held it in 3 quarters.
Tarbox Family Office's Invesco Pharmaceuticals ETF position peaked at $6K in Q3 2021.
79 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.