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Equitable Holdings’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Equitable Holdings’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
Q3 		– Sell
-3,510
Closed -$227K – 1292
2024
Q2 		$227K Sell
3,510
-32,505
-90% -$2.06M ﹤0.01% 1095
2024
Q1 		$2.33M Buy
+36,015
New +$2.34M 0.03% 407

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
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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Equitable Holdings's PBE Position: Q3 2024 in Review

Equitable Holdings sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2024, closing a stake of 3,510 shares — an estimated $227K sold.

Equitable Holdings first reported a position in PBE in Q1 2024 and held it in 2 quarters. The position peaked at $2.33M in Q1 2024. 102 funds tracked by Wall St. Rank hold PBE as of Q3 2024.

  • Equitable Holdings reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2024 after selling out during the quarter.
  • Equitable Holdings sold 3,510 Invesco Biotechnology & Genome ETF shares in Q3 2024, an estimated $227K.
  • Equitable Holdings first reported a position in Invesco Biotechnology & Genome ETF in Q1 2024 and held it in 2 quarters.
  • Equitable Holdings's Invesco Biotechnology & Genome ETF position peaked at $2.33M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2024.

Based on Equitable Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.