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Howe & Rusling’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-440
Closed -$30.7K – 447
2024
Q3 		$30.7K Buy
+440
New +$30.5K ﹤0.01% 317
2014
Q1 		– Sell
-29
Closed -$1K – 899
2013
Q4 		$1K Hold
29
– – ﹤0.01% 753
2013
Q3 		$1K Hold
29
– – ﹤0.01% 841
2013
Q2 		$1K Buy
+29
New +$825 ﹤0.01% 862

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Howe & Rusling's PBE Position: Q4 2024 in Review

Howe & Rusling sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2024, closing a stake of 440 shares — an estimated $30.7K sold.

Howe & Rusling first reported a position in PBE in Q2 2013 and held it in 4 quarters. The position peaked at $30.7K in Q3 2024. 96 funds tracked by Wall St. Rank hold PBE as of Q4 2024.

  • Howe & Rusling reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 440 Invesco Biotechnology & Genome ETF shares in Q4 2024, an estimated $30.7K.
  • Howe & Rusling first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and held it in 4 quarters.
  • Howe & Rusling's Invesco Biotechnology & Genome ETF position peaked at $30.7K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.