Wellington Shields & Co., LLC PJP β€” INVESCO PHARMACEUTICALS ETF

Ownership history in Wellington Shields & Co., LLC  Β·  1 quarter on record

AI Ownership Summary

Wellington Shields & Co., LLC reported INVESCO PHARMACEUTICALS ETF (PJP) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows PJP at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellington Shields & Co., LLC's position in INVESCO PHARMACEUTICALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PJP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wellington Shields & Co., LLC held PJP β€” position size vs. price
% of Fund (quarterly)    PJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 3,043 β€” β€” 0.08% $316K 2026-05-04 $105.87

FAQ About Wellington Shields & Co., LLC and PJP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellington Shields & Co., LLC reported owning PJP?

Wellington Shields & Co., LLC reported PJP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PJP position in Wellington Shields & Co., LLC's portfolio?

The largest reported portfolio weight for PJP was 0.08% in 2026 Q1.

What is the latest reported PJP position on this page?

The most recent filing on this page is 2026 Q1, when Wellington Shields & Co., LLC reported 3,043 shares, equal to 0.08% of portfolio, with an estimated market value of $316K.

What does the chart on this PJP ownership page compare?

The chart compares Wellington Shields & Co., LLC's quarterly PJP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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