Spire Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Spire Wealth 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
2023 Q2	–	Sell	-1,000	Closed	-$62.8K	–	2495
2023 Q1	$62.8K	Hold	1,000	–	–	﹤0.01%	1104
2022 Q4	$63K	Hold	1,000	–	–	﹤0.01%	910
2022 Q3	$59K	Hold	1,000	–	–	﹤0.01%	894
2022 Q2	$58K	Hold	1,000	–	–	﹤0.01%	1235
2022 Q1	$62K	Hold	1,000	–	–	﹤0.01%	1363
2021 Q4	$71K	Hold	1,000	–	–	﹤0.01%	1556
2021 Q3	$75K	Hold	1,000	–	–	﹤0.01%	1309
2021 Q2	$77K	Hold	1,000	–	–	﹤0.01%	1305
2021 Q1	$74K	Buy	+1,000	New	+$75.6K	﹤0.01%	1532

Other funds holding PBE

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Spire Wealth Management's PBE Position: Q2 2023 in Review

Spire Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 1,000 shares — an estimated $62.8K sold.

Spire Wealth Management first reported a position in PBE in Q1 2021 and held it in 9 quarters. The position peaked at $77K in Q2 2021. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

Spire Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 1,000 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $62.8K.
Spire Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $77K in Q2 2021.
96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.