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Wealthcare Advisory Partners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-100
Closed -$7K – 1455
2021
Q1 		$7K Buy
+100
New +$7.56K ﹤0.01% 1561

Other funds holding PBE

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wealthcare Advisory Partners's PBE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2021, closing a stake of 100 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in PBE in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 94 funds tracked by Wall St. Rank hold PBE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Invesco Biotechnology & Genome ETF shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in Invesco Biotechnology & Genome ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco Biotechnology & Genome ETF position peaked at $7K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.