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American Portfolios Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

American Portfolios Advisors’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
Q3 		$55.8K Hold
947
– – ﹤0.01% 1634
2022
Q2 		$54.7K Hold
947
– – ﹤0.01% 1710
2022
Q1 		$58.7K Sell
947
-66
-7% -$4.03K ﹤0.01% 1803
2021
Q4 		$72.1K Hold
1,013
– – ﹤0.01% 1693
2021
Q3 		$75.8K Buy
1,013
+133
+15% +$10.1K ﹤0.01% 1572
2021
Q2 		$68K Buy
880
+67
+8% +$4.98K ﹤0.01% 1575
2021
Q1 		$60K Buy
813
+100
+14% +$7.56K ﹤0.01% 1538
2020
Q4 		$50K Buy
713
+83
+13% +$5.25K ﹤0.01% 1412
2020
Q3 		$35.7K Buy
630
+244
+63% +$14.3K ﹤0.01% 1451
2020
Q2 		$22.5K Buy
386
+186
+93% +$10.1K ﹤0.01% 1595
2020
Q1 		$9.3K Sell
200
-200
-50% -$10.4K ﹤0.01% 1842
2019
Q4 		$22.3K Hold
400
– – ﹤0.01% 1677
2019
Q3 		$18.9K Hold
400
– – ﹤0.01% 1681
2019
Q2 		$21.4K Sell
400
-125
-24% -$6.48K ﹤0.01% 1638
2019
Q1 		$29K Buy
525
+200
+62% +$10.6K ﹤0.01% 1423
2018
Q4 		$15.3K Sell
325
-200
-38% -$10.3K ﹤0.01% 1477
2018
Q3 		$31.2K Hold
525
– – ﹤0.01% 1314
2018
Q2 		$28.7K Hold
525
– – ﹤0.01% 1307
2018
Q1 		$25.8K Hold
525
– – ﹤0.01% 1295
2017
Q4 		$24.8K Buy
+525
New +$24.6K ﹤0.01% 1257

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 $3.75B AUM 28.61% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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 Portfolios Advisors's PBE Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2022 at 947 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

American Portfolios Advisors first reported a position in PBE in Q4 2017 and has held it in 20 quarters since. The position peaked at $75.8K in Q3 2021. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

  • American Portfolios Advisors held 947 shares of Invesco Biotechnology & Genome ETF worth $55.8K as of Q3 2022.
  • American Portfolios Advisors left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2022.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1634 holding.
  • American Portfolios Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Invesco Biotechnology & Genome ETF position peaked at $75.8K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.