WP
PBEE

WealthShield Partners’s Invesco PureBeta FTSE Emerging Markets ETF PBEE Stock Holding History

WealthShield Partners’s Portfolio PBEE Stock Details PBEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,084
Closed -$187K – 782
2021
Q2 		$187K Buy
6,084
+1,085
+22% +$32.5K 0.03% 268
2021
Q1 		$147K Buy
+4,999
New +$151K 0.03% 294

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WealthShield Partners's PBEE Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco PureBeta FTSE Emerging Markets ETF (PBEE) in Q3 2021, closing a stake of 6,084 shares — an estimated $187K sold.

WealthShield Partners first reported a position in PBEE in Q1 2021 and held it in 2 quarters. The position peaked at $187K in Q2 2021. 7 funds tracked by Wall St. Rank hold PBEE as of Q3 2021.

  • WealthShield Partners reported no remaining Invesco PureBeta FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 6,084 Invesco PureBeta FTSE Emerging Markets ETF shares in Q3 2021, an estimated $187K.
  • WealthShield Partners first reported a position in Invesco PureBeta FTSE Emerging Markets ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Invesco PureBeta FTSE Emerging Markets ETF position peaked at $187K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Invesco PureBeta FTSE Emerging Markets ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.