Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-160
Closed -$9.13K – 370
2023
Q3 		$9.13K Buy
+160
New +$9.76K ﹤0.01% 337

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UBS Group
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Bank of America
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CW
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YIA
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IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PBE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2023, closing a stake of 160 shares — an estimated $9.13K sold.

Legacy Financial Group (Iowa) first reported a position in PBE in Q3 2023 and held it in 1 quarter. The position peaked at $9.13K in Q3 2023. 95 funds tracked by Wall St. Rank hold PBE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 160 Invesco Biotechnology & Genome ETF shares in Q4 2023, an estimated $9.13K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco Biotechnology & Genome ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco Biotechnology & Genome ETF position peaked at $9.13K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.