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

HHM 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
2020
Q3 		– Sell
-100
Closed -$6K – 531
2020
Q2 		$6K Hold
100
– – ﹤0.01% 400
2020
Q1 		$5K Buy
+100
New +$5.22K ﹤0.01% 391

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

HHM Wealth Advisors's PBE Position: Q3 2020 in Review

HHM Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2020, closing a stake of 100 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in PBE in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 73 funds tracked by Wall St. Rank hold PBE as of Q3 2020.

  • HHM Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 100 Invesco Biotechnology & Genome ETF shares in Q3 2020, an estimated $6K.
  • HHM Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2020 and held it in 2 quarters.
  • HHM Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $6K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2020.

Based on HHM Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.