WESPAC Advisors SoCal’s Invesco Pharmaceuticals ETF PJP Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-20	Closed	-$1K	–	238
2019 Q1	$1K	Buy	+20	New	+$1.31K	﹤0.01%	324
2018 Q4	–	Hold	0	–	–	–	322
2018 Q3	–	Hold	0	–	–	–	296
2018 Q2	–	Sell	-20	Closed	-$1K	–	206
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	259
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	244
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	254
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	233
2017 Q1	$1.18K	Hold	20	–	–	﹤0.01%	237
2016 Q4	$1.12K	Hold	20	–	–	﹤0.01%	246
2016 Q3	$1.23K	Hold	20	–	–	﹤0.01%	268
2016 Q2	$1.27K	Hold	20	–	–	﹤0.01%	263
2016 Q1	$1.2K	Sell	20 -50	-71%	-$3.06K	﹤0.01%	270
2015 Q4	$4K	Buy	+70	New	+$4.96K	﹤0.01%	226

Other funds holding PJP

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return