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Wealthspire Advisors (New York)’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-90
Closed -$8.32K – 2368
2025
Q3 		$8.32K Buy
+90
New +$7.88K ﹤0.01% 2114

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s PJP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2025, closing a stake of 90 shares — an estimated $8.32K sold.

Wealthspire Advisors (New York) first reported a position in PJP in Q3 2025 and held it in 1 quarter. The position peaked at $8.32K in Q3 2025. 107 funds tracked by Wall St. Rank hold PJP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 90 Invesco Pharmaceuticals ETF shares in Q4 2025, an estimated $8.32K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Pharmaceuticals ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Pharmaceuticals ETF position peaked at $8.32K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.