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My Personal CFO LLC’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-2
Closed -$127K – 601
2022
Q4 		$127K Buy
+2
New +$127 0.12% 79

Other funds holding PBE

Morgan Stanley
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

My Personal CFO LLC's PBE Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2023, closing a stake of 2 shares — an estimated $127K sold.

My Personal CFO LLC first reported a position in PBE in Q4 2022 and held it in 1 quarter. The position peaked at $127K in Q4 2022. 101 funds tracked by Wall St. Rank hold PBE as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 2 Invesco Biotechnology & Genome ETF shares in Q1 2023, an estimated $127K.
  • My Personal CFO LLC first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco Biotechnology & Genome ETF position peaked at $127K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.