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

Maltin 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
2020
Q1 		– Sell
-665
Closed -$37K – 109
2019
Q4 		$37K Buy
+665
New +$34.7K 0.02% 96

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Maltin Wealth Management's PBE Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2020, closing a stake of 665 shares — an estimated $37K sold.

Maltin Wealth Management first reported a position in PBE in Q4 2019 and held it in 1 quarter. The position peaked at $37K in Q4 2019. 76 funds tracked by Wall St. Rank hold PBE as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 665 Invesco Biotechnology & Genome ETF shares in Q1 2020, an estimated $37K.
  • Maltin Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $37K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.