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Get Institutions for : 
Invesco Dynamic Biotechnology & Genome ETF (PBE)  
$63.56 0.70 (1.12%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    1
Total shares held : 
 1,397,566  
% of shares held : 
 36.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 121,331  
% of shares held change : 
   3.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.23  
Last Quarter's Ending Price : 
 $65.84  
Last Quarter's Average Price : 
 $58.14  
Change from last quarter's     
avg. price to the last closing  : 
5.42 (9.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 48,954
 3.5%
 
Increased Positions :
27
 141,914
 10.15%
 
Unchanged Positions :
36
 93,675
 6.7%
 
Decreased Positions :
24
-58,276
-4.17%
 
Closed Positions :
7
-11,261
-0.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NBC SECURITIES INC. 2137 *Closed 2024-03-31 0 $0 -100
   Lehman & Derafelo Financial Resources LLC 168 *Closed 2022-12-31 0 $0 -300
   Aptus Capital Advisors LLC 910 *Closed 2023-12-31 0 $0 -1,450
   Stratos Wealth Partners LTD. 1393 *Closed 2024-03-31 0 $0 -3,157
   Coppell Advisory Solutions Corp. 1042 *Closed 2023-03-31 0 $0 -13
   NATIONAL ASSET MANAGEMENT, INC. 1478 *Closed 2023-12-31 0 $0 -3,588
   CITADEL ADVISORS LLC 6208 *Closed 2023-12-31 0 $0 -8,949
   CREATIVE PLANNING 3002 *Closed 2023-12-31 0 $0 -300
   Stonebridge Capital Advisors LLC 912 *Closed 2023-12-31 0 $0 -100
   PRW Wealth Management LLC 118 *Closed 2023-09-30 0 $0 -3,300
  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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