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Continuum Advisory’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Continuum Advisory’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
2024
Q3 		– Sell
-490
Closed -$31.8K – 1991
2024
Q2 		$31.8K Hold
490
– – ﹤0.01% 706
2024
Q1 		$31.4K Buy
+490
New +$31.9K ﹤0.01% 695

Other funds holding PBE

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Continuum Advisory's PBE Position: Q3 2024 in Review

Continuum Advisory sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2024, closing a stake of 490 shares — an estimated $31.8K sold.

Continuum Advisory first reported a position in PBE in Q1 2024 and held it in 2 quarters. The position peaked at $31.8K in Q2 2024. 102 funds tracked by Wall St. Rank hold PBE as of Q3 2024.

  • Continuum Advisory reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2024 after selling out during the quarter.
  • Continuum Advisory sold 490 Invesco Biotechnology & Genome ETF shares in Q3 2024, an estimated $31.8K.
  • Continuum Advisory first reported a position in Invesco Biotechnology & Genome ETF in Q1 2024 and held it in 2 quarters.
  • Continuum Advisory's Invesco Biotechnology & Genome ETF position peaked at $31.8K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.