Baird Financial Group
PBE icon

Baird Financial Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Baird Financial Group’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 		$238K Hold
3,000
– – ﹤0.01% 1718
2025
Q4 		$246K Hold
3,000
– – ﹤0.01% 1696
2025
Q3 		$210K Sell
3,000
-865
-22% -$58.5K ﹤0.01% 1723
2025
Q2 		$248K Buy
3,865
+1
+0% +$62 ﹤0.01% 1649
2025
Q1 		$245K Hold
3,864
– – ﹤0.01% 1632
2024
Q4 		$257K Hold
3,864
– – ﹤0.01% 1606
2024
Q3 		$270K Hold
3,864
– – ﹤0.01% 1571
2024
Q2 		$250K Buy
3,864
+280
+8% +$17.7K ﹤0.01% 1612
2024
Q1 		$232K Buy
3,584
+309
+9% +$20.1K ﹤0.01% 1631
2023
Q4 		$216K Buy
+3,275
New +$190K ﹤0.01% 1622
2022
Q1 		– Sell
-3,000
Closed -$214K – 1902
2021
Q4 		$214K Hold
3,000
– – ﹤0.01% 1799
2021
Q3 		$225K Hold
3,000
– – ﹤0.01% 1768
2021
Q2 		$232K Sell
3,000
-12
-0.4% -$892 ﹤0.01% 1648
2021
Q1 		$222K Hold
3,012
– – ﹤0.01% 1613
2020
Q4 		$211K Buy
+3,012
New +$191K ﹤0.01% 1496
2020
Q3 		– Sell
-3,613
Closed -$211K – 1551
2020
Q2 		$211K Buy
+3,613
New +$197K ﹤0.01% 1405
2020
Q1 		– Sell
-3,613
Closed -$202K – 1521
2019
Q4 		$202K Buy
+3,613
New +$188K ﹤0.01% 1459
2015
Q3 		– Sell
-5,158
Closed -$301K – 1301
2015
Q2 		$301K Buy
+5,158
New +$295K ﹤0.01% 1121

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

Baird Financial Group's PBE Position: Q1 2026 in Review

Baird Financial Group held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 3,000 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Baird Financial Group first reported a position in PBE in Q2 2015 and has held it in 18 quarters since. The position peaked at $301K in Q2 2015. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Baird Financial Group held 3,000 shares of Invesco Biotechnology & Genome ETF worth $238K as of Q1 2026.
  • Baird Financial Group left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1718 holding.
  • Baird Financial Group first reported a position in Invesco Biotechnology & Genome ETF in Q2 2015 and has held it in 18 quarters since.
  • Baird Financial Group's Invesco Biotechnology & Genome ETF position peaked at $301K in Q2 2015.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.