Bellwether Investment Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Bellwether Investment Group’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
2017 Q2	–	Sell	-60	Closed	-$3K	–	453
2017 Q1	$3K	Hold	60	–	–	0.01%	688
2016 Q4	$2K	Buy	+60	New	+$2.42K	﹤0.01%	903
2016 Q2	$2K	Buy	+60	New	+$2.35K	﹤0.01%	579

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAS

Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

Bellwether Investment Group's PBE Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2017, closing a stake of 60 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in PBE in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2017. 64 funds tracked by Wall St. Rank hold PBE as of Q2 2017.

Bellwether Investment Group reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 60 Invesco Biotechnology & Genome ETF shares in Q2 2017, an estimated $3K.
Bellwether Investment Group first reported a position in Invesco Biotechnology & Genome ETF in Q2 2016 and held it in 3 quarters.
Bellwether Investment Group's Invesco Biotechnology & Genome ETF position peaked at $3K in Q1 2017.
64 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.