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

Masso Torrence 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
Q1 		– Sell
-151
Closed -$11K – 271
2021
Q4 		$11K Buy
+151
New +$10.9K 0.01% 260

Other funds holding PBE

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Masso Torrence Wealth Management's PBE Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 151 shares — an estimated $11K sold.

Masso Torrence Wealth Management first reported a position in PBE in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 151 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $11K.
  • Masso Torrence Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $11K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.