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Wharton Business Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Wharton Business Group’s Portfolio PBE Stock Details PBE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
– Sell
2024
Q3
$252K Hold
2024
Q2
$234K Sell
2024
Q1
$242K Hold
2023
Q4
$247K Sell
2023
Q3
$248K Hold
2023
Q2
$266K Hold
2023
Q1
$272K Hold
2022
Q4
$276K Sell
2022
Q3
$261K Hold
2022
Q2
$256K Hold
2022
Q1
$276K Hold
2021
Q4
$316K Hold
2021
Q3
$332K Sell
2021
Q2
$351K Hold
2021
Q1
$335K Hold
2020
Q4
$318K Sell
2020
Q3
$267K Hold
2020
Q2
$275K Sell
2020
Q1
$221K Sell
2019
Q4
$546K Sell
2019
Q3
$493K Hold
2019
Q2
$557K Hold
2019
Q1
$574K Hold
2018
Q4
$490K Hold
2018
Q3
$619K Hold
2018
Q2
$569K Hold
2018
Q1
$512K Sell
2017
Q4
$529K Sell
2017
Q3
$572K Sell
2017
Q2
$569K Sell
2017
Q1
$591K Hold
2016
Q4
$542K Sell
2016
Q3
$618K Hold
2016
Q2
$545K Sell
2016
Q1
$716K Hold
2015
Q4
$945K Sell
2015
Q3
$860K Hold
2015
Q2
$1.1K Sell
2015
Q1
$1.24M Sell
2014
Q4
$1.16M Sell
2014
Q3
$1.09M Sell
2014
Q2
$1.04M Buy
2014
Q1
$894K Sell
2013
Q4
$949K Sell
2013
Q3
$1.19M Sell
2013
Q2
$998K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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