Blue Bell Private Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Blue Bell Private 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	$1.66K	Hold	21	–	–	﹤0.01%	663
2025 Q4	$1.73K	Hold	21	–	–	﹤0.01%	653
2025 Q3	$1.47K	Hold	21	–	–	﹤0.01%	659
2025 Q2	$1.35K	Hold	21	–	–	﹤0.01%	657
2025 Q1	$1.33K	Hold	21	–	–	﹤0.01%	648
2024 Q4	$1.4K	Hold	21	–	–	﹤0.01%	610
2024 Q3	$1.47K	Hold	21	–	–	﹤0.01%	627
2024 Q2	$1.36K	Hold	21	–	–	﹤0.01%	655
2024 Q1	$1.36K	Hold	21	–	–	﹤0.01%	661
2023 Q4	$1.38K	Hold	21	–	–	﹤0.01%	650
2023 Q3	$1.2K	Hold	21	–	–	﹤0.01%	614
2023 Q2	$1.29K	Hold	21	–	–	﹤0.01%	621
2023 Q1	$1.32K	Hold	21	–	–	﹤0.01%	589
2022 Q4	$1.33K	Sell	21 -25	-54%	-$1.59K	﹤0.01%	606
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	558
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	601
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	637
2021 Q4	$3K	Buy	+46	New	+$3.33K	﹤0.01%	624

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

Blue Bell Private Wealth Management's PBE Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 21 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Blue Bell Private Wealth Management first reported a position in PBE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q3 2022. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Blue Bell Private Wealth Management held 21 shares of Invesco Biotechnology & Genome ETF worth $1.66K as of Q1 2026.
Blue Bell Private Wealth Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #663 holding.
Blue Bell Private Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $3K in Q3 2022.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.