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 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 $1.66T 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axxcess Wealth Management's PBE Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 4,725 shares — an estimated $388K sold.

Axxcess Wealth Management first reported a position in PBE in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 4,725 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $388K.
Axxcess Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and held it in 9 quarters.
Axxcess Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $388K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.