Elmwood Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-200	Closed	-$14K	–	252
2021 Q4	$14K	Buy	+200	New	+$14.5K	0.01%	269
2021 Q2	$15K	Hold	200	–	–	0.01%	238
2021 Q1	$15K	Buy	+200	New	+$15.1K	0.01%	231
2020 Q3	$12K	Hold	200	–	–	0.01%	182
2020 Q2	$12K	Hold	200	–	–	0.01%	182
2020 Q1	$9.84K	Buy	+200	New	+$10.4K	0.01%	193
2019 Q4	–	Sell	-200	Closed	-$9K	–	197
2019 Q3	$9K	Hold	200	–	–	0.01%	185
2019 Q2	$11K	Hold	200	–	–	0.01%	188
2019 Q1	$11K	Hold	200	–	–	0.01%	186
2018 Q4	$9K	Hold	200	–	–	0.01%	199
2018 Q3	$11.9K	Hold	200	–	–	0.01%	195
2018 Q2	$10.9K	Hold	200	–	–	0.01%	193
2018 Q1	$9.84K	Buy	+200	New	+$10.2K	0.01%	193

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Elmwood Wealth Management's PBE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 200 shares — an estimated $14K sold.

Elmwood Wealth Management first reported a position in PBE in Q1 2018 and held it in 13 quarters. The position peaked at $15K in Q2 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

Elmwood Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 200 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $14K.
Elmwood Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $15K in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.