WR Wealth Planners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

WR Wealth Planners’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	$16.5K	Hold	200	–	–	0.01%	511
2024 Q3	$17.4K	Hold	200	–	–	﹤0.01%	519
2024 Q2	$16.4K	Hold	200	–	–	0.01%	481
2024 Q1	$16K	Buy	+200	New	+$15.5K	0.01%	494
2023 Q4	–	Sell	-300	Closed	-$21.7K	–	669
2023 Q3	$21.7K	Hold	300	–	–	0.01%	415
2023 Q2	$22.7K	Hold	300	–	–	0.01%	412
2023 Q1	$22.8K	Buy	+300	New	+$23.1K	0.01%	412

Other funds holding PJP

PAM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 $400M AUM 21.87% 1-Year Est. Return

WR Wealth Planners's PJP Position: Q4 2024 in Review

WR Wealth Planners held its Invesco Pharmaceuticals ETF (PJP) position steady in Q4 2024 at 200 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #511.

WR Wealth Planners first reported a position in PJP in Q1 2023 and has held it in 7 quarters since. The position peaked at $22.8K in Q1 2023. 93 funds tracked by Wall St. Rank hold PJP as of Q4 2024.

WR Wealth Planners held 200 shares of Invesco Pharmaceuticals ETF worth $16.5K as of Q4 2024.
WR Wealth Planners left its Invesco Pharmaceuticals ETF share count unchanged in Q4 2024.
Invesco Pharmaceuticals ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #511 holding.
WR Wealth Planners first reported a position in Invesco Pharmaceuticals ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Invesco Pharmaceuticals ETF position peaked at $22.8K in Q1 2023.
93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.