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Sonora Investment Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Sonora Investment Management’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
2021
Q3 		$19K Hold
259
– – ﹤0.01% 646
2021
Q2 		$20K Buy
+259
New +$19.2K ﹤0.01% 573

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sonora Investment Management's PBE Position: Q3 2021 in Review

Sonora Investment Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2021 at 259 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Sonora Investment Management first reported a position in PBE in Q2 2021 and has held it in 2 quarters since. The position peaked at $20K in Q2 2021. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2021.

  • Sonora Investment Management held 259 shares of Invesco Biotechnology & Genome ETF worth $19K as of Q3 2021.
  • Sonora Investment Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2021.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #646 holding.
  • Sonora Investment Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Invesco Biotechnology & Genome ETF position peaked at $20K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.