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

Golden State 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
2020 Q2	–	Sell	-120	Closed	-$6K	–	686
2020 Q1	$6K	Buy	+120	New	+$6.26K	﹤0.01%	714
2019 Q4	–	Sell	-120	Closed	-$6K	–	668
2019 Q3	$6K	Hold	120	–	–	﹤0.01%	833
2019 Q2	$6K	Hold	120	–	–	﹤0.01%	842
2019 Q1	$7K	Buy	+120	New	+$6.34K	﹤0.01%	848

Other funds holding PBE

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Golden State Wealth Management's PBE Position: Q2 2020 in Review

Golden State Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2020, closing a stake of 120 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in PBE in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 77 funds tracked by Wall St. Rank hold PBE as of Q2 2020.

Golden State Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 120 Invesco Biotechnology & Genome ETF shares in Q2 2020, an estimated $6K.
Golden State Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $7K in Q1 2019.
77 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.