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

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-37	Closed	-$2.46K	–	1407
2024 Q4	$2.46K	Hold	37	–	–	﹤0.01%	1501
2024 Q3	$2.58K	Buy	+37	New	+$2.56K	﹤0.01%	1395
2023 Q4	$805	Hold	13	–	–	﹤0.01%	1452
2023 Q3	$825	Hold	13	–	–	﹤0.01%	954
2023 Q2	$783	Buy	+13	New	+$811	﹤0.01%	1179
2023 Q1	–	Sell	-13	Closed	-$825	–	801
2022 Q4	$825	Buy	+13	New	+$825	﹤0.01%	955

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YIA

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

Coppell Advisory Solutions's PBE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2025, closing a stake of 37 shares — an estimated $2.46K sold.

Coppell Advisory Solutions first reported a position in PBE in Q4 2022 and held it in 6 quarters. The position peaked at $2.58K in Q3 2024. 94 funds tracked by Wall St. Rank hold PBE as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 37 Invesco Biotechnology & Genome ETF shares in Q1 2025, an estimated $2.46K.
Coppell Advisory Solutions first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Invesco Biotechnology & Genome ETF position peaked at $2.58K in Q3 2024.
94 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.