Beacon Capital Management LLC (Tennessee)’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q4	–	Sell	-22	Closed	-$1K	–	1033
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	827
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	875
2022 Q1	$1K	Buy	+22	New	+$1.34K	﹤0.01%	876

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Beacon Capital Management LLC (Tennessee)'s PBE Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PBE in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 103 funds tracked by Wall St. Rank hold PBE as of Q4 2022.

Beacon Capital Management LLC (Tennessee) reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2022 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 22 Invesco Biotechnology & Genome ETF shares in Q4 2022, an estimated $1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Invesco Biotechnology & Genome ETF in Q1 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s Invesco Biotechnology & Genome ETF position peaked at $1K in Q3 2022.
103 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.