United Capital Financial Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

United Capital Financial Advisors’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	$338K	Hold	2,858	–	–	﹤0.01%	1314
2026 Q1	$297K	Sell	2,858 -288	-9%	-$30.4K	﹤0.01%	1351
2025 Q4	$329K	Buy	+3,146	New	+$317K	﹤0.01%	1125
2023 Q1	–	Sell	-3,000	Closed	-$236K	–	1045
2022 Q4	$236K	Sell	3,000 -797	-21%	-$61.3K	﹤0.01%	942
2022 Q3	$271K	Buy	+3,797	New	+$283K	﹤0.01%	934
2015 Q3	–	Sell	-232,054	Closed	-$18.2M	–	1297
2015 Q2	$18.2M	Buy	232,054 +59,922	+35%	+$4.66M	0.21%	109
2015 Q1	$12.8M	Buy	172,132 +41,828	+32%	+$3.07M	0.16%	160
2014 Q4	$8.67M	Buy	130,304 +23,090	+22%	+$1.54M	0.13%	184
2014 Q3	$6.82M	Buy	107,214 +67,230	+168%	+$4.15M	0.12%	203
2014 Q2	$2.44M	Buy	+39,984	New	+$2.32M	0.05%	378

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

United Capital Financial Advisors's PJP Position: Q2 2026 in Review

United Capital Financial Advisors held its Invesco Pharmaceuticals ETF (PJP) position steady in Q2 2026 at 2,858 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

United Capital Financial Advisors first reported a position in PJP in Q2 2014 and has held it in 10 quarters since. The position peaked at $18.2M in Q2 2015. 117 funds tracked by Wall St. Rank hold PJP as of Q2 2026.

United Capital Financial Advisors held 2,858 shares of Invesco Pharmaceuticals ETF worth $338K as of Q2 2026.
United Capital Financial Advisors left its Invesco Pharmaceuticals ETF share count unchanged in Q2 2026.
Invesco Pharmaceuticals ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1314 holding.
United Capital Financial Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2014 and has held it in 10 quarters since.
United Capital Financial Advisors's Invesco Pharmaceuticals ETF position peaked at $18.2M in Q2 2015.
117 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.