Koshinski Asset Management
PBE icon

Koshinski Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-1,640
Closed -$102K – 1546
2022
Q1 		$102K Hold
1,640
– – 0.01% 821
2021
Q4 		$117K Hold
1,640
– – 0.01% 800
2021
Q3 		$123K Buy
+1,640
New +$125K 0.01% 768

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $662M AUM 39.67% 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
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

Koshinski Asset Management's PBE Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2022, closing a stake of 1,640 shares — an estimated $102K sold.

Koshinski Asset Management first reported a position in PBE in Q3 2021 and held it in 3 quarters. The position peaked at $123K in Q3 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,640 Invesco Biotechnology & Genome ETF shares in Q2 2022, an estimated $102K.
  • Koshinski Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco Biotechnology & Genome ETF position peaked at $123K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.