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

Diversified’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
2021
Q1 		– Sell
-135
Closed -$8K – 257
2020
Q4 		$8K Buy
+135
New +$8.55K 0.01% 301

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Diversified's PBE Position: Q1 2021 in Review

Diversified sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2021, closing a stake of 135 shares — an estimated $8K sold.

Diversified first reported a position in PBE in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 88 funds tracked by Wall St. Rank hold PBE as of Q1 2021.

  • Diversified reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 135 Invesco Biotechnology & Genome ETF shares in Q1 2021, an estimated $8K.
  • Diversified first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's Invesco Biotechnology & Genome ETF position peaked at $8K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.