Newbridge Financial Services Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Newbridge Financial Services Group’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	-100	Closed	-$7K	–	1523
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	1004
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	955
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	1036
2021 Q1	$7K	Buy	+100	New	+$7.56K	0.01%	983

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Newbridge Financial Services Group's PBE Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 100 shares — an estimated $7K sold.

Newbridge Financial Services Group first reported a position in PBE in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

Newbridge Financial Services Group reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 100 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $7K.
Newbridge Financial Services Group first reported a position in Invesco Biotechnology & Genome ETF in Q1 2021 and held it in 4 quarters.
Newbridge Financial Services Group's Invesco Biotechnology & Genome ETF position peaked at $8K in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.