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American Research & Management Company’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

American Research & Management Company’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 		$3K Hold
50
– – ﹤0.01% 365
2022
Q2 		$3K Hold
50
– – ﹤0.01% 355
2022
Q1 		$3K Buy
+50
New +$3.05K ﹤0.01% 365

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $4.63B AUM 25.46% 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 Research & Management Company's PBE Position: Q3 2022 in Review

American Research & Management Company held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2022 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

American Research & Management Company first reported a position in PBE in Q1 2022 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

  • American Research & Management Company held 50 shares of Invesco Biotechnology & Genome ETF worth $3K as of Q3 2022.
  • American Research & Management Company left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2022.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #365 holding.
  • American Research & Management Company first reported a position in Invesco Biotechnology & Genome ETF in Q1 2022 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.