IWA
PBE icon

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

IBEX 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
2021
Q4 		– Sell
-903
Closed -$68K – 354
2021
Q3 		$68K Buy
+903
New +$68.8K 0.01% 251
2019
Q3 		– Sell
-1,157
Closed -$61K – 295
2019
Q2 		$61K Buy
+1,157
New +$60K 0.02% 199
2017
Q1 		– Sell
-1,364
Closed -$54K – 282
2016
Q4 		$54K Buy
+1,364
New +$55.1K 0.03% 171

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $662M AUM 39.67% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

IBEX Wealth Advisors's PBE Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2021, closing a stake of 903 shares — an estimated $68K sold.

IBEX Wealth Advisors first reported a position in PBE in Q4 2016 and held it in 3 quarters. The position peaked at $68K in Q3 2021. 101 funds tracked by Wall St. Rank hold PBE as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 903 Invesco Biotechnology & Genome ETF shares in Q4 2021, an estimated $68K.
  • IBEX Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $68K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.