American Institute for Advanced Investment Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

American Institute for Advanced Investment 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
2022 Q1	–	Sell	-2,881	Closed	-$205K	–	129
2021 Q4	$205K	Hold	2,881	–	–	0.14%	119
2021 Q3	$216K	Hold	2,881	–	–	0.15%	115
2021 Q2	$223K	Hold	2,881	–	–	0.16%	112
2021 Q1	$213K	Hold	2,881	–	–	0.16%	106
2020 Q4	$202K	Buy	+2,881	New	+$182K	0.16%	103

Other funds holding PBE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

American Institute for Advanced Investment Management's PBE Position: Q1 2022 in Review

American Institute for Advanced Investment Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 2,881 shares — an estimated $205K sold.

American Institute for Advanced Investment Management first reported a position in PBE in Q4 2020 and held it in 5 quarters. The position peaked at $223K in Q2 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

American Institute for Advanced Investment Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 2,881 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $205K.
American Institute for Advanced Investment Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and held it in 5 quarters.
American Institute for Advanced Investment Management's Invesco Biotechnology & Genome ETF position peaked at $223K in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2022, filed 20 Apr 2022.