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Ropes Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Ropes Wealth Advisors’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
2018
Q2 		– Sell
-19
Closed -$1K – 593
2018
Q1 		$1K Buy
+19
New +$969 ﹤0.01% 569

Other funds holding PBE

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
AFM
Abbot Financial Management Andover, Massachusetts $239M AUM 27.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ropes Wealth Advisors's PBE Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in PBE in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 73 funds tracked by Wall St. Rank hold PBE as of Q2 2018.

  • Ropes Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 19 Invesco Biotechnology & Genome ETF shares in Q2 2018, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $1K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.