Axxcess Wealth Management »

Invesco Dynamic Biotechnology other shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Invesco Dynamic Biotechnology other (PBE) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Invesco Dynamic Biotechnology other

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Biotechnology other held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Dynamic Biotechnology other by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 5.3k 69.81
2024-06-30 $346k 5.3k 64.81
2024-03-31 $346k 5.3k 64.71
2023-12-31 $352k 5.3k 65.83

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Invesco Dynamic Biotechnology other

Gerber Kawasaki Wealth & Investment Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Cetera Investment Advisers
Change Path
YHB Investment Advisors
One Capital Management
Commonwealth Equity Services
Envestnet Asset Management
Institute For Wealth Management
Raymond James Financial Services Advisors
Penobscot Investment Management Company

View all funds holding Invesco Dynamic Biotechnology other