AE Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

AE Wealth Management’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
2026 Q1	$52.1K	Buy	658 +58	+10%	+$4.69K	﹤0.01%	1947
2025 Q4	$49.3K	Hold	600	–	–	﹤0.01%	1854
2025 Q3	$41.9K	Hold	600	–	–	﹤0.01%	1753
2025 Q2	$38.5K	Hold	600	–	–	﹤0.01%	1649
2025 Q1	$38.1K	Hold	600	–	–	﹤0.01%	1627
2024 Q4	$39.9K	Buy	+600	New	+$41.4K	﹤0.01%	1593

Other funds holding PBE

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

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

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

GKWIM

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

YIA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's PBE Position: Q1 2026 in Review

AE Wealth Management increased its Invesco Biotechnology & Genome ETF (PBE) stake by 9.7% in Q1 2026, buying an estimated $4.69K and bringing the position to 658 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

AE Wealth Management first reported a position in PBE in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

AE Wealth Management held 658 shares of Invesco Biotechnology & Genome ETF worth $52.1K as of Q1 2026.
AE Wealth Management bought 58 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $4.69K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1947 holding.
AE Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2024 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.