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

IFP 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
2023
Q2 		– Sell
-14
Closed -$729 – 3540
2023
Q1 		$729 Sell
14
-405
-97% -$26.1K ﹤0.01% 3134
2022
Q4 		$22K Sell
419
-3
-0.7% -$190 ﹤0.01% 2815
2022
Q3 		$22K Buy
422
+17
+4% +$1.05K ﹤0.01% 3008
2022
Q2 		$21K Hold
405
– – ﹤0.01% 2802
2022
Q1 		$21K Buy
+405
New +$24.7K ﹤0.01% 2802
2019
Q4 		– Sell
-405
Closed -$20K – 3036
2019
Q3 		$20K Buy
+405
New +$20.8K ﹤0.01% 1762
2019
Q1 		$90K Sell
1,603
-431
-21% -$22.8K 0.01% 729
2018
Q4 		$94K Sell
2,034
-225
-10% -$11.6K 0.01% 1232
2018
Q3 		$134K Hold
2,259
– – 0.01% 1306
2018
Q2 		$124K Sell
2,259
-597
-21% -$30.4K 0.01% 1362
2018
Q1 		$135K Hold
2,856
– – 0.01% 1203
2017
Q4 		$135K Buy
2,856
+155
+6% +$7.26K 0.01% 1212
2017
Q3 		$135K Buy
2,701
+627
+30% +$29.7K 0.01% 1376
2017
Q2 		$95K Buy
2,074
+205
+11% +$8.85K ﹤0.01% 1552
2017
Q1 		$79K Buy
1,869
+101
+6% +$4.23K ﹤0.01% 1657
2016
Q4 		$69K Sell
1,768
-48
-3% -$1.94K ﹤0.01% 1685
2016
Q3 		$76K Buy
1,816
+201
+12% +$8.25K ﹤0.01% 1543
2016
Q2 		$60K Buy
1,615
+12
+0.7% +$471 ﹤0.01% 1661
2016
Q1 		$90K Sell
1,603
-967
-38% -$37.6K 0.01% 729
2015
Q4 		$130K Buy
+2,570
New +$127K 0.01% 1028

Other funds holding PBE

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

IFP Advisors's PBE Position: Q2 2023 in Review

IFP Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 14 shares — an estimated $729 sold.

IFP Advisors first reported a position in PBE in Q4 2015 and held it in 20 quarters. The position peaked at $135K in Q1 2018. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

  • IFP Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 14 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $729.
  • IFP Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Invesco Biotechnology & Genome ETF position peaked at $135K in Q1 2018.
  • 96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.