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Verus Capital Partners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Verus Capital Partners’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
2020
Q1 		$7K Hold
150
– – ﹤0.01% 1104
2019
Q4 		$8K Buy
+150
New +$7.82K ﹤0.01% 1206

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Verus Capital Partners's PBE Position: Q1 2020 in Review

Verus Capital Partners held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2020 at 150 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Verus Capital Partners first reported a position in PBE in Q4 2019 and has held it in 2 quarters since. The position peaked at $8K in Q4 2019. 76 funds tracked by Wall St. Rank hold PBE as of Q1 2020.

  • Verus Capital Partners held 150 shares of Invesco Biotechnology & Genome ETF worth $7K as of Q1 2020.
  • Verus Capital Partners left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2020.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1104 holding.
  • Verus Capital Partners first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco Biotechnology & Genome ETF position peaked at $8K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.