United Capital Financial Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.95M Buy
2022
Q1
Sell
2021
Q4
$211K Hold
2021
Q3
$222K Hold
2021
Q2
$229K Hold
2021
Q1
$219K Hold
2020
Q4
$208K Buy
2020
Q3
Sell
2020
Q2
$260K Hold
2020
Q1
$207K Sell
2019
Q4
$283K Buy
2019
Q3
$227K Buy
2019
Q2
$242K Hold
2019
Q1
$250K Sell
2018
Q4
$218K Buy
2018
Q3
$269K Sell
2018
Q2
$263K Buy
2018
Q1
$223K Hold
2017
Q4
$213K Buy