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 Q3	$460K	Hold	4,725	–	–	0.02%	594
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Axxcess Wealth Management's PBE Position: Q3 2026 in Review

Axxcess Wealth Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q3 2026 at 4,725 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #594.

Axxcess Wealth Management first reported a position in PBE in Q4 2023 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

Axxcess Wealth Management held 4,725 shares of Invesco Biotechnology & Genome ETF worth $460K as of Q3 2026.
Axxcess Wealth Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q3 2026.
Invesco Biotechnology & Genome ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #594 holding.
Axxcess Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and has held it in 11 quarters since.
55 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.