Allworth Financial’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Allworth Financial’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	$101K	Buy	1,279 +429	+50%	+$34.7K	﹤0.01%	1829
2025 Q4	$69.8K	Hold	850	–	–	﹤0.01%	1977
2025 Q3	$59.4K	Hold	850	–	–	﹤0.01%	2001
2025 Q2	$54.5K	Buy	+850	New	+$52.7K	﹤0.01%	1898
2024 Q3	–	Sell	-167	Closed	-$11.4K	–	3807
2024 Q2	$11.4K	Hold	167	–	–	﹤0.01%	2171
2024 Q1	$10.8K	Hold	167	–	–	﹤0.01%	2073
2023 Q4	$11K	Buy	+167	New	+$9.71K	﹤0.01%	1945

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

Allworth Financial's PBE Position: Q1 2026 in Review

Allworth Financial increased its Invesco Biotechnology & Genome ETF (PBE) stake by 50% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,279 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Allworth Financial first reported a position in PBE in Q4 2023 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Allworth Financial held 1,279 shares of Invesco Biotechnology & Genome ETF worth $101K as of Q1 2026.
Allworth Financial bought 429 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $34.7K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1829 holding.
Allworth Financial first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.