CF
PBE icon

Centaurus Financial’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-17
Closed -$1K – 1582
2018
Q2 		$1K Buy
+17
New +$864 ﹤0.01% 2124

Other funds holding PBE

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
AFM
Abbot Financial Management Andover, Massachusetts $239M AUM 27.19% 1-Year Est. Return

Centaurus Financial's PBE Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2018, closing a stake of 17 shares — an estimated $1K sold.

Centaurus Financial first reported a position in PBE in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 74 funds tracked by Wall St. Rank hold PBE as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 17 Invesco Biotechnology & Genome ETF shares in Q3 2018, an estimated $1K.
  • Centaurus Financial first reported a position in Invesco Biotechnology & Genome ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco Biotechnology & Genome ETF position peaked at $1K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.