Banque Cantonale Vaudoise’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Banque Cantonale Vaudoise’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	-530	Closed	-$44K	–	911
2025 Q4	$44K	Hold	530	–	–	﹤0.01%	714
2025 Q3	$37K	Hold	530	–	–	﹤0.01%	725
2025 Q2	$34K	Hold	530	–	–	﹤0.01%	690
2025 Q1	$34K	Buy	+530	New	+$35.7K	﹤0.01%	725
2024 Q3	$260K	Sell	3,730 -1,204	-24%	-$83.4K	0.01%	460
2024 Q2	$320K	Sell	4,934 -250	-5%	-$15.8K	0.01%	511
2024 Q1	$335K	Buy	5,184 +1,454	+39%	+$94.6K	0.01%	488
2023 Q4	$246K	Hold	3,730	–	–	0.01%	550
2023 Q3	$213K	Hold	3,730	–	–	0.01%	667
2023 Q2	$229K	Sell	3,730 -2,800	-43%	-$175K	0.01%	683
2023 Q1	$410K	Hold	6,530	–	–	0.02%	500
2022 Q4	$415K	Buy	6,530 +2,530	+63%	+$161K	0.02%	494
2022 Q3	$236K	Hold	4,000	–	–	0.01%	675
2022 Q2	$231K	Hold	4,000	–	–	0.01%	696
2022 Q1	$248K	Hold	4,000	–	–	0.01%	742
2021 Q4	$285K	Buy	4,000 +2,000	+100%	+$145K	0.01%	745
2021 Q3	$150K	Buy	+2,000	New	+$152K	0.01%	868

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

Banque Cantonale Vaudoise's PBE Position: Q1 2026 in Review

Banque Cantonale Vaudoise sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 530 shares — an estimated $44K sold.

Banque Cantonale Vaudoise first reported a position in PBE in Q3 2021 and held it in 17 quarters. The position peaked at $415K in Q4 2022. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Banque Cantonale Vaudoise reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Banque Cantonale Vaudoise sold 530 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $44K.
Banque Cantonale Vaudoise first reported a position in Invesco Biotechnology & Genome ETF in Q3 2021 and held it in 17 quarters.
Banque Cantonale Vaudoise's Invesco Biotechnology & Genome ETF position peaked at $415K in Q4 2022.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.