Tompkins Financial’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Tompkins Financial’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
2024 Q4	–	Sell	-600	Closed	-$52.2K	–	575
2024 Q3	$52.2K	Hold	600	–	–	0.01%	331
2024 Q2	$49.3K	Hold	600	–	–	0.01%	341
2024 Q1	$48.1K	Hold	600	–	–	0.01%	354
2023 Q4	$45.7K	Hold	600	–	–	0.01%	348
2023 Q3	$43.4K	Sell	600 -300	-33%	-$23K	0.01%	331
2023 Q2	$68.1K	Hold	900	–	–	0.01%	306
2023 Q1	$68.4K	Hold	900	–	–	0.01%	307
2022 Q4	$71K	Hold	900	–	–	0.01%	300
2022 Q3	$64K	Hold	900	–	–	0.01%	305
2022 Q2	$67K	Hold	900	–	–	0.01%	306
2022 Q1	$72K	Buy	+900	New	+$69.8K	0.01%	314

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

DBIA

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

Tompkins Financial's PJP Position: Q4 2024 in Review

Tompkins Financial sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2024, closing a stake of 600 shares — an estimated $52.2K sold.

Tompkins Financial first reported a position in PJP in Q1 2022 and held it in 11 quarters. The position peaked at $72K in Q1 2022. 93 funds tracked by Wall St. Rank hold PJP as of Q4 2024.

Tompkins Financial reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 600 Invesco Pharmaceuticals ETF shares in Q4 2024, an estimated $52.2K.
Tompkins Financial first reported a position in Invesco Pharmaceuticals ETF in Q1 2022 and held it in 11 quarters.
Tompkins Financial's Invesco Pharmaceuticals ETF position peaked at $72K in Q1 2022.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.