Graves Light Lenhart Wealth’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Graves Light Lenhart Wealth’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	-1,554	Closed	-$97.5K	–	204
2023 Q1	$97.5K	Buy	+1,554	New	+$100K	0.02%	168
2022 Q3	–	Sell	-1,587	Closed	-$92K	–	456
2022 Q2	$92K	Hold	1,587	–	–	0.01%	243
2022 Q1	$98K	Hold	1,587	–	–	0.01%	269
2021 Q4	$113K	Hold	1,587	–	–	0.02%	273
2021 Q3	$119K	Sell	1,587 -50	-3%	-$3.81K	0.02%	253
2021 Q2	$127K	Sell	1,637 -91	-5%	-$6.76K	0.02%	236
2021 Q1	$128K	Sell	1,728 -80	-4%	-$6.05K	0.02%	237
2020 Q4	$127K	Buy	+1,808	New	+$114K	0.02%	223

Other funds holding PBE

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 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

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

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

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

Graves Light Lenhart Wealth's PBE Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 1,554 shares — an estimated $97.5K sold.

Graves Light Lenhart Wealth first reported a position in PBE in Q4 2020 and held it in 8 quarters. The position peaked at $128K in Q1 2021. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

Graves Light Lenhart Wealth reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,554 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $97.5K.
Graves Light Lenhart Wealth first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's Invesco Biotechnology & Genome ETF position peaked at $128K in Q1 2021.
96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.