Artemis Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Artemis Wealth 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	–	Sell	-66,800	Closed	-$3.86M	–	120
2022 Q2	$3.86M	Hold	66,800	–	–	1.06%	8
2022 Q1	$4.14M	Sell	66,800 -42,200	-39%	-$2.57M	0.69%	7
2021 Q4	$7.76M	Buy	109,000 +54,500	+100%	+$3.95M	0.96%	8
2021 Q3	$4.08M	Buy	+54,500	New	+$4.15M	0.57%	15

Other funds holding PBE

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Artemis Wealth Advisors's PBE Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2022, closing a stake of 66,800 shares — an estimated $3.86M sold.

Artemis Wealth Advisors first reported a position in PBE in Q3 2021 and held it in 4 quarters. The position peaked at $7.76M in Q4 2021. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

Artemis Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 66,800 Invesco Biotechnology & Genome ETF shares in Q3 2022, an estimated $3.86M.
Artemis Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q3 2021 and held it in 4 quarters.
Artemis Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $7.76M in Q4 2021.
86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.