EWA
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EverSource Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

EverSource Wealth Advisors’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
2023
Q2 		– Sell
-109
Closed -$6.84K – 2577
2023
Q1 		$6.84K Hold
109
– – ﹤0.01% 1532
2022
Q4 		$6.92K Buy
+109
New +$6.92K ﹤0.01% 1474

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

EverSource Wealth Advisors's PBE Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 109 shares — an estimated $6.84K sold.

EverSource Wealth Advisors first reported a position in PBE in Q4 2022 and held it in 2 quarters. The position peaked at $6.92K in Q4 2022. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 109 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $6.84K.
  • EverSource Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $6.92K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.