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Catalyst Private Wealth’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-1,700
Closed -$96K – 206
2020
Q3 		$96K Buy
+1,700
New +$99.9K 0.09% 85

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Catalyst Private Wealth's PBE Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2020, closing a stake of 1,700 shares — an estimated $96K sold.

Catalyst Private Wealth first reported a position in PBE in Q3 2020 and held it in 1 quarter. The position peaked at $96K in Q3 2020. 81 funds tracked by Wall St. Rank hold PBE as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 1,700 Invesco Biotechnology & Genome ETF shares in Q4 2020, an estimated $96K.
  • Catalyst Private Wealth first reported a position in Invesco Biotechnology & Genome ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Invesco Biotechnology & Genome ETF position peaked at $96K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.