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MassMutual Private Wealth & Trust’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-125
Closed -$8.32K – 2450
2024
Q4 		$8.32K Buy
+125
New +$8.62K ﹤0.01% 1327

Other funds holding PBE

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's PBE Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2025, closing a stake of 125 shares — an estimated $8.32K sold.

MassMutual Private Wealth & Trust first reported a position in PBE in Q4 2024 and held it in 1 quarter. The position peaked at $8.32K in Q4 2024. 94 funds tracked by Wall St. Rank hold PBE as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 125 Invesco Biotechnology & Genome ETF shares in Q1 2025, an estimated $8.32K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Biotechnology & Genome ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Biotechnology & Genome ETF position peaked at $8.32K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.