Atria Wealth Solutions’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-3,569	Closed	-$221K	–	1827
2022 Q1	$221K	Buy	+3,569	New	+$218K	﹤0.01%	1524

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

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

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

Atria Wealth Solutions's PBE Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2022, closing a stake of 3,569 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in PBE in Q1 2022 and held it in 1 quarter. The position peaked at $221K in Q1 2022. 89 funds tracked by Wall St. Rank hold PBE as of Q2 2022.

Atria Wealth Solutions reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2022 after selling out during the quarter.
Atria Wealth Solutions sold 3,569 Invesco Biotechnology & Genome ETF shares in Q2 2022, an estimated $221K.
Atria Wealth Solutions first reported a position in Invesco Biotechnology & Genome ETF in Q1 2022 and held it in 1 quarter.
Atria Wealth Solutions's Invesco Biotechnology & Genome ETF position peaked at $221K in Q1 2022.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.