Wealthspire Advisors (Maryland)’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-100	Closed	-$6K	–	2530
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	1741
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1810
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1820
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	1841
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1796
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	1778
2017 Q1	$4K	Sell	100 -100	-50%	-$4.19K	﹤0.01%	1572
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	1296
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	1296
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	1276
2016 Q1	$8K	Hold	200	–	–	﹤0.01%	1236
2015 Q4	$10K	Buy	+200	New	+$9.88K	﹤0.01%	1199

Other funds holding PBE

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBE Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in PBE in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q4 2015. 71 funds tracked by Wall St. Rank hold PBE as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 100 Invesco Biotechnology & Genome ETF shares in Q4 2018, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Biotechnology & Genome ETF in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Invesco Biotechnology & Genome ETF position peaked at $10K in Q4 2015.
71 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.