Retirement Planning Company of New England’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Retirement Planning Company of New England’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	-930	Closed	-$66K	–	684
2021 Q4	$66K	Buy	+930	New	+$67.3K	0.03%	368

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 $835M AUM 83.73% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.13B AUM 39.73% 1-Year Est. Return

Retirement Planning Company of New England's PBE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2022, closing a stake of 930 shares — an estimated $66K sold.

Retirement Planning Company of New England first reported a position in PBE in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

Retirement Planning Company of New England reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 930 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $66K.
Retirement Planning Company of New England first reported a position in Invesco Biotechnology & Genome ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's Invesco Biotechnology & Genome ETF position peaked at $66K in Q4 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.