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

Atlas Private 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
2021 Q2	–	Sell	-151	Closed	-$11K	–	302
2021 Q1	$11K	Hold	151	–	–	0.01%	305
2020 Q4	$11K	Hold	151	–	–	0.01%	305
2020 Q3	$9K	Hold	151	–	–	0.01%	321
2020 Q2	$9K	Sell	151 -153	-50%	-$8.34K	0.01%	336
2020 Q1	$14K	Buy	304 +1	+0.3%	+$52	0.01%	284
2019 Q4	$17K	Buy	+303	New	+$15.8K	0.01%	305

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Atlas Private Wealth Management's PBE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2021, closing a stake of 151 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in PBE in Q4 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 94 funds tracked by Wall St. Rank hold PBE as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 151 Invesco Biotechnology & Genome ETF shares in Q2 2021, an estimated $11K.
Atlas Private Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $17K in Q4 2019.
94 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.