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Belpointe Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-800
Closed -$50.2K – 2506
2023
Q1 		$50.2K Sell
800
-10
-1% -$644 ﹤0.01% 1695
2022
Q4 		$51.4K Buy
+810
New +$51.4K ﹤0.01% 1590

Other funds holding PBE

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

Belpointe Asset Management's PBE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 800 shares — an estimated $50.2K sold.

Belpointe Asset Management first reported a position in PBE in Q4 2022 and held it in 2 quarters. The position peaked at $51.4K in Q4 2022. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 800 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $50.2K.
  • Belpointe Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco Biotechnology & Genome ETF position peaked at $51.4K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.