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

Clearview 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
2023 Q3	–	Sell	-150	Closed	-$9.19K	–	465
2023 Q2	$9.19K	Hold	150	–	–	0.01%	376
2023 Q1	$9.41K	Hold	150	–	–	0.01%	380
2022 Q4	$9.53K	Hold	150	–	–	0.01%	337
2022 Q3	$9K	Hold	150	–	–	0.01%	349
2022 Q2	$9K	Hold	150	–	–	0.01%	368
2022 Q1	$9K	Buy	+150	New	+$9.15K	0.01%	399

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's PBE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2023, closing a stake of 150 shares — an estimated $9.19K sold.

Clearview Wealth Advisors first reported a position in PBE in Q1 2022 and held it in 6 quarters. The position peaked at $9.53K in Q4 2022. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 150 Invesco Biotechnology & Genome ETF shares in Q3 2023, an estimated $9.19K.
Clearview Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2022 and held it in 6 quarters.
Clearview Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $9.53K in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.