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

TCI 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
2023 Q2	–	Sell	-775	Closed	-$48.6K	–	1626
2023 Q1	$48.6K	Hold	775	–	–	0.01%	441
2022 Q4	$49.2K	Hold	775	–	–	0.01%	418
2022 Q3	$46K	Hold	775	–	–	0.01%	390
2022 Q2	$45K	Hold	775	–	–	0.01%	396
2022 Q1	$48K	Hold	775	–	–	0.01%	420
2021 Q4	$55K	Hold	775	–	–	0.01%	388
2021 Q3	$58K	Hold	775	–	–	0.01%	381
2021 Q2	$60K	Hold	775	–	–	0.01%	356
2021 Q1	$57K	Hold	775	–	–	0.02%	329
2020 Q4	$54K	Hold	775	–	–	0.02%	324
2020 Q3	$44K	Hold	775	–	–	0.02%	334
2020 Q2	$45K	Buy	+775	New	+$42.2K	0.02%	324

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

TCI Wealth Advisors's PBE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2023, closing a stake of 775 shares — an estimated $48.6K sold.

TCI Wealth Advisors first reported a position in PBE in Q2 2020 and held it in 12 quarters. The position peaked at $60K in Q2 2021. 96 funds tracked by Wall St. Rank hold PBE as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 775 Invesco Biotechnology & Genome ETF shares in Q2 2023, an estimated $48.6K.
TCI Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $60K in Q2 2021.
96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.