Institute for Wealth Management, LLC.

Position in PBE — Invesco Biotechnology & Genome ETF

CIK 1533954 DENVER, CO

All Filings in PBE

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 PBE	$1,604,820	20,268	0.0%	Shares	Sole	2026-05-14
2025-12-31 PBE	$1,665,016	20,268	-2.4%	Shares	Sole	2026-01-27
2025-09-30 PBE	$1,451,060	20,768	0.0%	Shares	Sole	2025-10-17
2025-06-30 PBE	$1,331,228	20,768	0.0%	Shares	Sole	2025-07-18
2025-03-31 PBE	$1,317,521	20,768	0.0%	Shares	Sole	2025-04-21
2024-12-31 PBE	$1,381,695	20,768	0.0%	Shares	Sole	2025-01-23
2024-09-30 PBE	$1,450,021	20,768	-0.1%	Shares	Sole	2024-11-12
2024-06-30 PBE	$1,347,011	20,784	-0.7%	Shares	Sole	2024-07-25
2024-03-31 PBE	$1,355,301	20,941	+0.8%	Shares	Sole	2024-04-30
2023-12-31 PBE	$1,367,826	20,775	0.0%	Shares	Sole	2024-01-31
2023-09-30 PBE	$1,185,006	20,775	-0.6%	Shares	Sole	2023-10-13
2023-06-30 PBE	$1,280,348	20,890	0.0%	Shares	Sole	2023-07-25
2023-03-31 PBE	$1,311,265	20,890	-1.3%	Shares	Sole	2023-04-20
2022-12-31 PBE	$1,343,723	21,161	-0.7%	Shares	Sole	2023-02-02
2022-09-30 PBE	$1,255,775	21,306	-0.9%	Shares	Sole	2022-10-18
2022-06-30 PBE	$1,241,756	21,506	0.0%	Shares	Sole	2022-07-25
2022-03-31 PBE	$1,334,017	21,506	-0.1%	Shares	Sole	2022-04-29
2021-12-31 PBE	$1,532,581	21,522	0.0%	Shares	Sole	2022-01-21
2021-09-30 PBE	$1,610,706	21,522	0.0%	Shares	Sole	2021-11-15
2021-06-30 PBE	$1,664,296	21,522	-0.2%	Shares	Sole	2021-07-21
2021-03-31 PBE	$1,591,706	21,562	-0.8%	Shares	Sole	2021-05-04
2020-12-31 PBE	$1,524,766	21,742	0.0%	Shares	Sole	2021-02-01
2020-09-30 PBE	$1,231,032	21,742	+0.2%	Shares	Sole	2020-11-03
2020-06-30 PBE	$1,264,400	21,699	+1.1%	Shares	Sole	2020-07-30
2020-03-31 PBE	$997,442	21,455	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.