Benjamin Edwards Inc’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Benjamin Edwards Inc’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	$929K	Sell	10,363 -34	-0.3%	-$2.8K	0.01%	833
2026 Q1	$824K	Buy	+10,397	New	+$840K	0.01%	828

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

Benjamin Edwards Inc's PBE Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.33% in Q2 2026, selling an estimated $2.8K and leaving 10,363 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #833.

Benjamin Edwards Inc first reported a position in PBE in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Benjamin Edwards Inc held 10,363 shares of Invesco Biotechnology & Genome ETF worth $929K as of Q2 2026.
Benjamin Edwards Inc sold 34 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $2.8K.
Invesco Biotechnology & Genome ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #833 holding.
Benjamin Edwards Inc first reported a position in Invesco Biotechnology & Genome ETF in Q1 2026 and has held it in 2 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.