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Steward Financial Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Steward Financial Group’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 		$1K Buy
+26
New +$1.59K ﹤0.01% 1233
2023
Q2 		– Sell
-26
Closed -$1K – 841
2023
Q1 		$1K Buy
+26
New +$1.68K ﹤0.01% 644

Other funds holding PBE

GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Financial Group's PBE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q3 2023: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PBE as recently as Q1 2023.

Steward Financial Group first reported a position in PBE in Q1 2023 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold PBE as of Q3 2023.

  • Steward Financial Group held 26 shares of Invesco Biotechnology & Genome ETF worth $1K as of Q3 2023.
  • Invesco Biotechnology & Genome ETF was a new Steward Financial Group position in Q3 2023.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1233 holding.
  • Steward Financial Group first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.