Ancora Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Ancora Advisors’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 Q2	–	Sell	-100	Closed	-$7.92K	–	2268
2026 Q1	$7.92K	Hold	100	–	–	﹤0.01%	1839
2025 Q4	$8.21K	Hold	100	–	–	﹤0.01%	1842
2025 Q3	$6.99K	Buy	+100	New	+$6.76K	﹤0.01%	1449
2018 Q4	–	Sell	-1,050	Closed	-$62K	–	1027
2018 Q3	$62K	Buy	+1,050	New	+$61.3K	﹤0.01%	847
2017 Q1	–	Sell	-1,050	Closed	-$41K	–	954
2016 Q4	$41K	Buy	+1,050	New	+$42.4K	﹤0.01%	810

Other funds holding PBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

YIA

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

Ancora Advisors's PBE Position: Q2 2026 in Review

Ancora Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2026, closing a stake of 100 shares — an estimated $7.92K sold.

Ancora Advisors first reported a position in PBE in Q4 2016 and held it in 5 quarters. The position peaked at $62K in Q3 2018. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Ancora Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 100 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $7.92K.
Ancora Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2016 and held it in 5 quarters.
Ancora Advisors's Invesco Biotechnology & Genome ETF position peaked at $62K in Q3 2018.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.