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BOS Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

BOS Asset 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
Q2 		– Sell
-2,562
Closed -$203K – 220
2026
Q1 		$203K Buy
2,562
+123
+5% +$9.94K 0.05% 193
2025
Q4 		$200K Buy
+2,439
New +$189K 0.05% 191

Other funds holding PBE

YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

BOS Asset Management's PBE Position: Q2 2026 in Review

BOS Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2026, closing a stake of 2,562 shares — an estimated $203K sold.

BOS Asset Management first reported a position in PBE in Q4 2025 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 9 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • BOS Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2026 after selling out during the quarter.
  • BOS Asset Management sold 2,562 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $203K.
  • BOS Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and held it in 2 quarters.
  • BOS Asset Management's Invesco Biotechnology & Genome ETF position peaked at $203K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.