Anfield Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Anfield Capital 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	-26,795	Closed	-$1.91M	–	128
2021 Q4	$1.91M	Buy	26,795 +315	+1%	+$22.8K	0.66%	33
2021 Q3	$1.98M	Buy	26,480 +630	+2%	+$48K	0.62%	35
2021 Q2	$2M	Buy	25,850 +630	+2%	+$46.8K	0.76%	25
2021 Q1	$1.86M	Sell	25,220 -2,121	-8%	-$160K	0.74%	29
2020 Q4	$1.92M	Sell	27,341 -3,232	-11%	-$205K	0.82%	33
2020 Q3	$1.73M	Sell	30,573 -7,272	-19%	-$427K	1%	28
2020 Q2	$2.21M	Buy	37,845 +17,814	+89%	+$970K	0.87%	24
2020 Q1	$931K	Sell	20,031 -136	-0.7%	-$7.09K	0.54%	32
2019 Q4	$1.01M	Buy	+20,167	New	+$1.05M	0.41%	42

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 $377B AUM 19.32% 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 $938M AUM 29.36% 1-Year Est. Return

Anfield Capital Management's PBE Position: Q1 2022 in Review

Anfield Capital Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 26,795 shares — an estimated $1.91M sold.

Anfield Capital Management first reported a position in PBE in Q4 2019 and held it in 9 quarters. The position peaked at $2.21M in Q2 2020. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

Anfield Capital Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
Anfield Capital Management sold 26,795 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $1.91M.
Anfield Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 9 quarters.
Anfield Capital Management's Invesco Biotechnology & Genome ETF position peaked at $2.21M in Q2 2020.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Anfield Capital Management's 13F filing for Q1 2022, filed 10 May 2022.