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

Truist Financial’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
2022 Q3	–	Sell	-3,537	Closed	-$204K	–	2632
2022 Q2	$204K	Sell	3,537 -135	-4%	-$7.78K	﹤0.01%	2438
2022 Q1	$228K	Sell	3,672 -93	-2%	-$5.67K	﹤0.01%	2471
2021 Q4	$268K	Sell	3,765 -532	-12%	-$38.5K	﹤0.01%	2433
2021 Q3	$322K	Hold	4,297	–	–	﹤0.01%	2299
2021 Q2	$332K	Hold	4,297	–	–	﹤0.01%	2310
2021 Q1	$317K	Hold	4,297	–	–	﹤0.01%	2250
2020 Q4	$302K	Sell	4,297 -198	-4%	-$12.5K	﹤0.01%	2152
2020 Q3	$255K	Hold	4,495	–	–	﹤0.01%	2130
2020 Q2	$262K	Sell	4,495 -200	-4%	-$10.9K	﹤0.01%	2044
2020 Q1	$218K	Hold	4,695	–	–	﹤0.01%	2076
2019 Q4	$262K	Buy	+4,695	New	+$245K	﹤0.01%	2224

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

Truist Financial's PBE Position: Q3 2022 in Review

Truist Financial sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2022, closing a stake of 3,537 shares — an estimated $204K sold.

Truist Financial first reported a position in PBE in Q4 2019 and held it in 11 quarters. The position peaked at $332K in Q2 2021. 86 funds tracked by Wall St. Rank hold PBE as of Q3 2022.

Truist Financial reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2022 after selling out during the quarter.
Truist Financial sold 3,537 Invesco Biotechnology & Genome ETF shares in Q3 2022, an estimated $204K.
Truist Financial first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 11 quarters.
Truist Financial's Invesco Biotechnology & Genome ETF position peaked at $332K in Q2 2021.
86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2022.

Based on Truist Financial's 13F filing for Q3 2022, filed 26 Oct 2022.