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Aptus Capital Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Aptus Capital 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
2023
Q4 		– Sell
-1,450
Closed -$82.7K – 965
2023
Q3 		$82.7K Hold
1,450
– – ﹤0.01% 639
2023
Q2 		$88.9K Hold
1,450
– – ﹤0.01% 533
2023
Q1 		$91K Buy
+1,450
New +$93.4K ﹤0.01% 526

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $938M AUM 29.36% 1-Year Est. Return

Aptus Capital Advisors's PBE Position: Q4 2023 in Review

Aptus Capital Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2023, closing a stake of 1,450 shares — an estimated $82.7K sold.

Aptus Capital Advisors first reported a position in PBE in Q1 2023 and held it in 3 quarters. The position peaked at $91K in Q1 2023. 95 funds tracked by Wall St. Rank hold PBE as of Q4 2023.

  • Aptus Capital Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,450 Invesco Biotechnology & Genome ETF shares in Q4 2023, an estimated $82.7K.
  • Aptus Capital Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and held it in 3 quarters.
  • Aptus Capital Advisors's Invesco Biotechnology & Genome ETF position peaked at $91K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.