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

V 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
2017
Q3 		– Sell
-35
Closed -$2K – 556
2017
Q2 		$2K Buy
+35
New +$1.51K ﹤0.01% 757

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's PBE Position: Q3 2017 in Review

V Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2017, closing a stake of 35 shares — an estimated $2K sold.

V Wealth Advisors first reported a position in PBE in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 60 funds tracked by Wall St. Rank hold PBE as of Q3 2017.

  • V Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 35 Invesco Biotechnology & Genome ETF shares in Q3 2017, an estimated $2K.
  • V Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $2K in Q2 2017.
  • 60 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.