Archford Capital Strategies’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Archford Capital Strategies’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	$560K	Buy	6,252 +395	+7%	+$32.5K	0.06%	227
2026 Q1	$464K	Buy	5,857 +2,602	+80%	+$210K	0.05%	238
2025 Q4	$267K	Buy	3,255 +66	+2%	+$5.11K	0.03%	290
2025 Q3	$223K	Sell	3,189 -480	-13%	-$32.4K	0.03%	307
2025 Q2	$235K	Sell	3,669 -873	-19%	-$54.1K	0.03%	292
2025 Q1	$288K	Sell	4,542 -54	-1%	-$3.63K	0.04%	253
2024 Q4	$306K	Sell	4,596 -718	-14%	-$49.5K	0.05%	226
2024 Q3	$372K	Sell	5,314 -194	-4%	-$13.4K	0.06%	199
2024 Q2	$357K	Buy	+5,508	New	+$349K	0.06%	206

Other funds holding PBE

YIA

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

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCMG

Connecticut Capital Management Group Milford, Connecticut $124M AUM

Archford Capital Strategies's PBE Position: Q2 2026 in Review

Archford Capital Strategies increased its Invesco Biotechnology & Genome ETF (PBE) stake by 6.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,252 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #227.

Archford Capital Strategies first reported a position in PBE in Q2 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Archford Capital Strategies held 6,252 shares of Invesco Biotechnology & Genome ETF worth $560K as of Q2 2026.
Archford Capital Strategies bought 395 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $32.5K.
Invesco Biotechnology & Genome ETF made up 0.06% of Archford Capital Strategies's portfolio in Q2 2026, its #227 holding.
Archford Capital Strategies first reported a position in Invesco Biotechnology & Genome ETF in Q2 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.