Aspire Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Aspire Wealth 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
2024 Q3	$6.22K	Hold	89	–	–	﹤0.01%	178
2024 Q2	$5.77K	Hold	89	–	–	﹤0.01%	163
2024 Q1	$5.76K	Hold	89	–	–	﹤0.01%	169
2023 Q4	$5.86K	Hold	89	–	–	﹤0.01%	164
2023 Q3	$5.08K	Hold	89	–	–	﹤0.01%	164
2023 Q2	$5.46K	Hold	89	–	–	﹤0.01%	170
2023 Q1	$5.59K	Hold	89	–	–	﹤0.01%	168
2022 Q4	$5.65K	Buy	+89	New	+$5.65K	﹤0.01%	168

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Aspire Wealth Management's PBE Position: Q3 2024 in Review

Aspire Wealth Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2024 at 89 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Aspire Wealth Management first reported a position in PBE in Q4 2022 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold PBE as of Q3 2024.

Aspire Wealth Management held 89 shares of Invesco Biotechnology & Genome ETF worth $6.22K as of Q3 2024.
Aspire Wealth Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2024.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #178 holding.
Aspire Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.