Axxcess Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Axxcess Wealth Management’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	$424K	Buy	+4,725	New	+$389K	0.01%	762
2026 Q1	–	Sell	-4,725	Closed	-$388K	–	801
2025 Q4	$388K	Hold	4,725	–	–	0.01%	771
2025 Q3	$330K	Hold	4,725	–	–	0.01%	732
2025 Q2	$303K	Sell	4,725 -550	-10%	-$34.1K	0.01%	712
2025 Q1	$335K	Hold	5,275	–	–	0.01%	651
2024 Q4	$351K	Sell	5,275 -67	-1%	-$4.62K	0.01%	630
2024 Q3	$373K	Hold	5,342	–	–	0.01%	631
2024 Q2	$346K	Hold	5,342	–	–	0.01%	612
2024 Q1	$346K	Hold	5,342	–	–	0.01%	632
2023 Q4	$352K	Buy	+5,342	New	+$311K	0.01%	601

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

Axxcess Wealth Management's PBE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 4,725 shares worth $424K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PBE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PBE in Q4 2023 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Axxcess Wealth Management held 4,725 shares of Invesco Biotechnology & Genome ETF worth $424K as of Q2 2026.
Invesco Biotechnology & Genome ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco Biotechnology & Genome ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #762 holding.
Axxcess Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and has held it in 10 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.