PO
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Private Ocean’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Private Ocean’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
Q3 		– Sell
-8
Closed -$490 – 544
2023
Q2 		$490 Buy
+8
New +$499 ﹤0.01% 547

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Ocean's PBE Position: Q3 2023 in Review

Private Ocean sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2023, closing a stake of 8 shares — an estimated $490 sold.

Private Ocean first reported a position in PBE in Q2 2023 and held it in 1 quarter. The position peaked at $490 in Q2 2023. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2023.

  • Private Ocean reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2023 after selling out during the quarter.
  • Private Ocean sold 8 Invesco Biotechnology & Genome ETF shares in Q3 2023, an estimated $490.
  • Private Ocean first reported a position in Invesco Biotechnology & Genome ETF in Q2 2023 and held it in 1 quarter.
  • Private Ocean's Invesco Biotechnology & Genome ETF position peaked at $490 in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.