Clarus Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-450	Closed	-$25K	–	675
2019 Q1	$25K	Hold	450	–	–	0.02%	386
2018 Q4	$21K	Hold	450	–	–	0.03%	399
2018 Q3	$27K	Hold	450	–	–	0.02%	391
2018 Q2	$22K	Buy	+450	New	+$22.9K	0.02%	414

Other funds holding PBE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LTFS

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Clarus Wealth Advisors's PBE Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2019, closing a stake of 450 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in PBE in Q2 2018 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 81 funds tracked by Wall St. Rank hold PBE as of Q2 2019.

Clarus Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 450 Invesco Biotechnology & Genome ETF shares in Q2 2019, an estimated $25K.
Clarus Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $27K in Q3 2018.
81 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.