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

Aptus Capital 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 		$28.2K Buy
+315
New +$25.9K ﹤0.01% 1465
2023
Q4 		– Sell
-1,450
Closed -$82.7K – 965
2023
Q3 		$82.7K Hold
1,450
– – ﹤0.01% 639
2023
Q2 		$88.9K Hold
1,450
– – ﹤0.01% 533
2023
Q1 		$91K Buy
+1,450
New +$93.4K ﹤0.01% 526

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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

Aptus Capital Advisors's PBE Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 315 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in PBE as recently as Q3 2023.

Aptus Capital Advisors first reported a position in PBE in Q1 2023 and has held it in 4 quarters since. The position peaked at $91K in Q1 2023. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Aptus Capital Advisors held 315 shares of Invesco Biotechnology & Genome ETF worth $28.2K as of Q2 2026.
  • Invesco Biotechnology & Genome ETF was a new Aptus Capital Advisors position in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1465 holding.
  • Aptus Capital Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and has held it in 4 quarters since.
  • Aptus Capital Advisors's Invesco Biotechnology & Genome ETF position peaked at $91K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.