Cambridge Investment Research Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Cambridge Investment Research Advisors’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	-2,583	Closed	-$212K	–	4032
2025 Q4	$212K	Buy	+2,583	New	+$200K	﹤0.01%	3526
2014 Q2	–	Sell	-6,729	Closed	-$280K	–	1362
2014 Q1	$280K	Buy	+6,729	New	+$288K	0.01%	991

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

Cambridge Investment Research Advisors's PBE Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 2,583 shares — an estimated $212K sold.

Cambridge Investment Research Advisors first reported a position in PBE in Q1 2014 and held it in 2 quarters. The position peaked at $280K in Q1 2014. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Cambridge Investment Research Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 2,583 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $212K.
Cambridge Investment Research Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2014 and held it in 2 quarters.
Cambridge Investment Research Advisors's Invesco Biotechnology & Genome ETF position peaked at $280K in Q1 2014.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.