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Cypress Capital’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Cypress Capital’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
2022
Q3 		– Sell
-3,762
Closed -$217K – 158
2022
Q2 		$217K Hold
3,762
– – 0.03% 167
2022
Q1 		$233K Hold
3,762
– – 0.03% 189
2021
Q4 		$268K Hold
3,762
– – 0.03% 182
2021
Q3 		$282K Buy
+3,762
New +$287K 0.04% 153

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Cypress Capital's PBE Position: Q3 2022 in Review

Cypress Capital sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2022, closing a stake of 3,762 shares — an estimated $217K sold.

Cypress Capital first reported a position in PBE in Q3 2021 and held it in 4 quarters. The position peaked at $282K in Q3 2021. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

  • Cypress Capital reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2022 after selling out during the quarter.
  • Cypress Capital sold 3,762 Invesco Biotechnology & Genome ETF shares in Q3 2022, an estimated $217K.
  • Cypress Capital first reported a position in Invesco Biotechnology & Genome ETF in Q3 2021 and held it in 4 quarters.
  • Cypress Capital's Invesco Biotechnology & Genome ETF position peaked at $282K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.