KJWM
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Kiley Juergens Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-300
Closed -$14K – 449
2017
Q4 		$14K Buy
+300
New +$14.1K 0.01% 417

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Kiley Juergens Wealth Management's PBE Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2018, closing a stake of 300 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in PBE in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 74 funds tracked by Wall St. Rank hold PBE as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 300 Invesco Biotechnology & Genome ETF shares in Q1 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $14K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.