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Covestor’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Covestor’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
Q4 		– Sell
-670
Closed -$47K – 2603
2024
Q3 		$47K Sell
670
-278
-29% -$19.2K 0.03% 904
2024
Q2 		$61K Sell
948
-7
-0.7% -$443 0.04% 766
2024
Q1 		$62K Buy
955
+186
+24% +$12.1K 0.04% 795
2023
Q4 		$51K Buy
769
+78
+11% +$4.54K 0.03% 845
2023
Q3 		$39K Sell
691
-47
-6% -$2.87K 0.03% 879
2023
Q2 		$45K Buy
738
+231
+46% +$14.4K 0.03% 831
2023
Q1 		$32K Buy
507
+55
+12% +$3.54K 0.03% 871
2022
Q4 		$29K Sell
452
-315
-41% -$20K 0.02% 926
2022
Q3 		$45K Buy
+767
New +$47.3K 0.04% 733

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

Covestor's PBE Position: Q4 2024 in Review

Covestor sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2024, closing a stake of 670 shares — an estimated $47K sold.

Covestor first reported a position in PBE in Q3 2022 and held it in 9 quarters. The position peaked at $62K in Q1 2024. 96 funds tracked by Wall St. Rank hold PBE as of Q4 2024.

  • Covestor reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 670 Invesco Biotechnology & Genome ETF shares in Q4 2024, an estimated $47K.
  • Covestor first reported a position in Invesco Biotechnology & Genome ETF in Q3 2022 and held it in 9 quarters.
  • Covestor's Invesco Biotechnology & Genome ETF position peaked at $62K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.