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Invesco Biotechnology & Genome ETF
PBE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M +$11.2M +394,088 New
U
2
UBS
Switzerland
$5.49M +$5.41M +190,146 New
TAM
3
Trillium Asset Management
Massachusetts
$4.02M +$3.96M +139,103 New
Wells Fargo
4
Wells Fargo
California
$2.95M +$2.9M +101,954 New
Bank of America
5
Bank of America
North Carolina
$2.84M +$2.8M +98,427 New
SAM
6
SignalPoint Asset Management
Missouri
$2.23M +$2.19M +77,023 New
WB
7
Webster Bank
Connecticut
$1.37M +$1.35M +47,500 New
GC
8
Guggenheim Capital
Illinois
$1.31M +$1.29M +45,403 New
LPL Financial
9
LPL Financial
California
$1.26M +$1.24M +43,621 New
NDSI
10
Newman Dignan & Sheerar Inc
Rhode Island
$1.04M +$1.02M +36,000 New
WBG
11
Wharton Business Group
Pennsylvania
$998K +$982K +34,550 New
HBT
12
Hills Bank & Trust
Iowa
$987K +$972K +34,189 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$913K +$898K +31,598 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$753K +$741K +26,067 New
YIA
15
YHB Investment Advisors
Connecticut
$711K +$700K +24,615 New
US Bancorp
16
US Bancorp
Minnesota
$700K +$688K +24,200 New
CWM
17
Concert Wealth Management
California
$546K – – –
OPCM
18
Osborne Partners Capital Management
California
$542K +$533K +18,750 New
RJA
19
Raymond James & Associates
Florida
$532K +$524K +18,431 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$225K +$222K +7,805 New
Invesco
21
Invesco
Georgia
$217K +$213K +7,500 New
PJSIMP
22
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K +$203K +7,139 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$84K +$82.4K +2,897 New
MAA
24
Managed Account Advisors
New Jersey
$78K +$77K +2,708 New
Citigroup
25
Citigroup
New York
$64K +$62.7K +2,204 New
1
2