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Benjamin F. Edwards & Company’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-10
Closed -$1K – 1885
2022
Q2 		$1K Sell
10
-5
-33% -$288 ﹤0.01% 1765
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1724
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1673
2021
Q3 		$1K Sell
15
-15
-50% -$1.14K ﹤0.01% 1674
2021
Q2 		$2K Sell
30
-10
-25% -$743 ﹤0.01% 1633
2021
Q1 		$3K Hold
40
– – ﹤0.01% 1583
2020
Q4 		$3K Sell
40
-50
-56% -$3.17K ﹤0.01% 1493
2020
Q3 		$5K Sell
90
-10
-10% -$587 ﹤0.01% 1439
2020
Q2 		$6K Hold
100
– – ﹤0.01% 1394
2020
Q1 		$5K Hold
100
– – ﹤0.01% 1433
2019
Q4 		$6K Hold
100
– – ﹤0.01% 1565
2019
Q3 		$5K Hold
100
– – ﹤0.01% 1581
2019
Q2 		$5K Buy
+100
New +$5.19K ﹤0.01% 1625
2016
Q1 		– Sell
-100
Closed -$5K – 1169
2015
Q4 		$5K Sell
100
-42
-30% -$2.08K ﹤0.01% 970
2015
Q3 		$6K Hold
142
– – ﹤0.01% 974
2015
Q2 		$8K Hold
142
– – ﹤0.01% 974
2015
Q1 		$8K Hold
142
– – ﹤0.01% 943
2014
Q4 		$7K Buy
142
+100
+238% +$4.89K ﹤0.01% 857
2014
Q3 		$2K Hold
42
– – ﹤0.01% 931
2014
Q2 		$2K Hold
42
– – ﹤0.01% 882
2014
Q1 		$2K Hold
42
– – ﹤0.01% 845
2013
Q4 		$2K Buy
+42
New +$1.51K ﹤0.01% 874

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

Benjamin F. Edwards & Company's PBE Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in PBE in Q4 2013 and held it in 22 quarters. The position peaked at $8K in Q2 2015. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

  • Benjamin F. Edwards & Company reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 10 Invesco Biotechnology & Genome ETF shares in Q3 2022, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Invesco Biotechnology & Genome ETF in Q4 2013 and held it in 22 quarters.
  • Benjamin F. Edwards & Company's Invesco Biotechnology & Genome ETF position peaked at $8K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.