SkyView Investment Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

SkyView Investment 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
2023 Q3	–	Sell	-3,476	Closed	-$213K	–	714
2023 Q2	$213K	Hold	3,476	–	–	0.05%	354
2023 Q1	$218K	Hold	3,476	–	–	0.05%	344
2022 Q4	$221K	Hold	3,476	–	–	0.07%	323
2022 Q3	$205K	Hold	3,476	–	–	0.06%	364
2022 Q2	$201K	Buy	+3,476	New	+$200K	0.05%	398
2022 Q1	–	Sell	-3,476	Closed	-$248K	–	620
2021 Q4	$248K	Hold	3,476	–	–	0.06%	373
2021 Q3	$260K	Hold	3,476	–	–	0.07%	301
2021 Q2	$257K	Hold	3,476	–	–	0.12%	162
2021 Q1	$257K	Hold	3,476	–	–	0.11%	170
2020 Q4	$244K	Buy	+3,476	New	+$220K	0.12%	174

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SkyView Investment Advisors's PBE Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2023, closing a stake of 3,476 shares — an estimated $213K sold.

SkyView Investment Advisors first reported a position in PBE in Q4 2020 and held it in 10 quarters. The position peaked at $260K in Q3 2021. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2023.

SkyView Investment Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 3,476 Invesco Biotechnology & Genome ETF shares in Q3 2023, an estimated $213K.
SkyView Investment Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and held it in 10 quarters.
SkyView Investment Advisors's Invesco Biotechnology & Genome ETF position peaked at $260K in Q3 2021.
97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.