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 $567M AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Chicago, Illinois $424B AUM 22.96% 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. 106 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.
106 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.