WR Wealth Planners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.65K	Hold	100	–	–	﹤0.01%	647
2024 Q3	$6.98K	Hold	100	–	–	﹤0.01%	684
2024 Q2	$6.48K	Hold	100	–	–	﹤0.01%	669
2024 Q1	$6.47K	Buy	+100	New	+$6.51K	﹤0.01%	674
2023 Q4	–	Sell	-100	Closed	-$5.7K	–	650
2023 Q3	$5.7K	Hold	100	–	–	﹤0.01%	663
2023 Q2	$6.13K	Hold	100	–	–	﹤0.01%	649
2023 Q1	$6.28K	Buy	+100	New	+$6.44K	﹤0.01%	649

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

WR Wealth Planners's PBE Position: Q4 2024 in Review

WR Wealth Planners held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q4 2024 at 100 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

WR Wealth Planners first reported a position in PBE in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.98K in Q3 2024. 96 funds tracked by Wall St. Rank hold PBE as of Q4 2024.

WR Wealth Planners held 100 shares of Invesco Biotechnology & Genome ETF worth $6.65K as of Q4 2024.
WR Wealth Planners left its Invesco Biotechnology & Genome ETF share count unchanged in Q4 2024.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #647 holding.
WR Wealth Planners first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Invesco Biotechnology & Genome ETF position peaked at $6.98K in Q3 2024.
96 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.