Ashton Thomas Private Wealth
PBE icon

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
Q3 		$38.9K Hold
400
– – ﹤0.01% 1448
2026
Q2 		$35.9K Hold
400
– – ﹤0.01% 1394
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

Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Penobscot Investment Management
Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return
Massachusetts Wealth Management
Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ashton Thomas Private Wealth's PBE Position: Q3 2026 in Review

Ashton Thomas Private Wealth held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2026 at 400 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Ashton Thomas Private Wealth first reported a position in PBE in Q2 2024 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

  • Ashton Thomas Private Wealth held 400 shares of Invesco Biotechnology & Genome ETF worth $38.9K as of Q3 2026.
  • Ashton Thomas Private Wealth left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1448 holding.
  • Ashton Thomas Private Wealth first reported a position in Invesco Biotechnology & Genome ETF in Q2 2024 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.