Loveless Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Loveless 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
2022 Q2	$720K	Sell	12,470 -250	-2%	-$14.4K	0.47%	69
2022 Q1	$789K	Sell	12,720 -230	-2%	-$14K	0.45%	69
2021 Q4	$922K	Hold	12,950	–	–	0.51%	63
2021 Q3	$969K	Hold	12,950	–	–	0.59%	58
2021 Q2	$1M	Sell	12,950 -15	-0.1%	-$1.11K	0.61%	59
2021 Q1	$957K	Sell	12,965 -200	-2%	-$15.1K	0.63%	57
2020 Q4	$923K	Sell	13,165 -230	-2%	-$14.6K	0.68%	55
2020 Q3	$758K	Sell	13,395 -170	-1%	-$9.99K	0.64%	54
2020 Q2	$790K	Sell	13,565 -450	-3%	-$24.5K	0.74%	50
2020 Q1	$652K	Sell	14,015 -200	-1%	-$10.4K	0.77%	48
2019 Q4	$788K	Buy	+14,215	New	+$741K	0.68%	54

Other funds holding PBE

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Loveless Wealth Management's PBE Position: Q2 2022 in Review

Loveless Wealth Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 2% in Q2 2022, selling an estimated $14.4K and leaving 12,470 shares worth $720K. The position accounts for 0.47% of the portfolio, ranked #69.

Loveless Wealth Management first reported a position in PBE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1M in Q2 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q2 2022.

Loveless Wealth Management held 12,470 shares of Invesco Biotechnology & Genome ETF worth $720K as of Q2 2022.
Loveless Wealth Management sold 250 Invesco Biotechnology & Genome ETF shares in Q2 2022, an estimated $14.4K.
Invesco Biotechnology & Genome ETF made up 0.47% of Loveless Wealth Management's portfolio in Q2 2022, its #69 holding.
Loveless Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $1M in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.