Beck Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Beck Capital 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
2022 Q2	–	Sell	-4,714	Closed	-$292K	–	141
2022 Q1	$292K	Hold	4,714	–	–	0.09%	144
2021 Q4	$336K	Sell	4,714 -65	-1%	-$4.71K	0.1%	127
2021 Q3	$358K	Hold	4,779	–	–	0.12%	124
2021 Q2	$370K	Sell	4,779 -56	-1%	-$4.16K	0.12%	117
2021 Q1	$357K	Hold	4,835	–	–	0.13%	100
2020 Q4	$339K	Sell	4,835 -175	-3%	-$11.1K	0.14%	95
2020 Q3	$284K	Sell	5,010 -120	-2%	-$7.05K	0.16%	64
2020 Q2	$299K	Buy	5,130 +504	+11%	+$27.5K	0.15%	73
2020 Q1	$215K	Sell	4,626 -2,795	-38%	-$146K	0.2%	59
2019 Q4	$414K	Buy	+7,421	New	+$387K	0.2%	78

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

Beck Capital Management's PBE Position: Q2 2022 in Review

Beck Capital Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2022, closing a stake of 4,714 shares — an estimated $292K sold.

Beck Capital Management first reported a position in PBE in Q4 2019 and held it in 10 quarters. The position peaked at $414K in Q4 2019. 89 funds tracked by Wall St. Rank hold PBE as of Q2 2022.

Beck Capital Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2022 after selling out during the quarter.
Beck Capital Management sold 4,714 Invesco Biotechnology & Genome ETF shares in Q2 2022, an estimated $292K.
Beck Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 10 quarters.
Beck Capital Management's Invesco Biotechnology & Genome ETF position peaked at $414K in Q4 2019.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2022.

Based on Beck Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.