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NBC Securities’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

NBC Securities’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
2024
Q1 		– Sell
-100
Closed -$6K – 2224
2023
Q4 		$6K Hold
100
– – ﹤0.01% 1843
2023
Q3 		$5K Buy
+100
New +$6.1K ﹤0.01% 1873

Other funds holding PBE

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NBC Securities's PBE Position: Q1 2024 in Review

NBC Securities sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2024, closing a stake of 100 shares — an estimated $6K sold.

NBC Securities first reported a position in PBE in Q3 2023 and held it in 2 quarters. The position peaked at $6K in Q4 2023. 102 funds tracked by Wall St. Rank hold PBE as of Q1 2024.

  • NBC Securities reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 100 Invesco Biotechnology & Genome ETF shares in Q1 2024, an estimated $6K.
  • NBC Securities first reported a position in Invesco Biotechnology & Genome ETF in Q3 2023 and held it in 2 quarters.
  • NBC Securities's Invesco Biotechnology & Genome ETF position peaked at $6K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.