AWM
PBE icon

Activest Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Activest Wealth Management’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-355
Closed -$22.5K – 479
2022
Q4 		$22.5K Hold
355
– – 0.01% 252
2022
Q3 		$21K Buy
+355
New +$21.9K 0.01% 252

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Activest Wealth Management's PBE Position: Q1 2023 in Review

Activest Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2023, closing a stake of 355 shares — an estimated $22.5K sold.

Activest Wealth Management first reported a position in PBE in Q3 2022 and held it in 2 quarters. The position peaked at $22.5K in Q4 2022. 101 funds tracked by Wall St. Rank hold PBE as of Q1 2023.

  • Activest Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 355 Invesco Biotechnology & Genome ETF shares in Q1 2023, an estimated $22.5K.
  • Activest Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $22.5K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.