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Ashton Thomas Private Wealth’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Ashton Thomas Private Wealth’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 		$31.7K Buy
+400
New +$32.3K ﹤0.01% 1318
2024
Q3 		– Sell
-400
Closed -$25.9K – 1461
2024
Q2 		$25.9K Buy
+400
New +$25.3K ﹤0.01% 1087

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ashton Thomas Private Wealth's PBE Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q1 2026: 400 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in PBE as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in PBE in Q2 2024 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Ashton Thomas Private Wealth held 400 shares of Invesco Biotechnology & Genome ETF worth $31.7K as of Q1 2026.
  • Invesco Biotechnology & Genome ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1318 holding.
  • Ashton Thomas Private Wealth first reported a position in Invesco Biotechnology & Genome ETF in Q2 2024 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.