Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Cetera Investment Advisers’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 		$1.83M Buy
23,139
+464
+2% +$37.5K ﹤0.01% 2356
2025
Q4 		$1.86M Buy
22,675
+680
+3% +$52.6K ﹤0.01% 2273
2025
Q3 		$1.54M Buy
21,995
+1,597
+8% +$108K ﹤0.01% 2398
2025
Q2 		$1.31M Sell
20,398
-720
-3% -$44.6K ﹤0.01% 2156
2025
Q1 		$1.34M Sell
21,118
-1,992
-9% -$134K ﹤0.01% 2036
2024
Q4 		$1.54M Sell
23,110
-547
-2% -$37.7K ﹤0.01% 1847
2024
Q3 		$1.65M Sell
23,657
-4,236
-15% -$293K ﹤0.01% 1763
2024
Q2 		$1.81M Buy
27,893
+561
+2% +$35.5K ﹤0.01% 1644
2024
Q1 		$1.77M Buy
27,332
+14,271
+109% +$929K ﹤0.01% 1641
2023
Q4 		$860K Buy
13,061
+1,370
+12% +$79.7K 0.01% 1191
2023
Q3 		$667K Buy
11,691
+758
+7% +$46.2K 0.01% 1274
2023
Q2 		$670K Buy
10,933
+3,761
+52% +$235K 0.01% 1288
2023
Q1 		$450K Buy
7,172
+1,683
+31% +$108K ﹤0.01% 1486
2022
Q4 		$349K Buy
+5,489
New +$348K ﹤0.01% 1566

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's PBE Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Biotechnology & Genome ETF (PBE) stake by 2% in Q1 2026, buying an estimated $37.5K and bringing the position to 23,139 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Cetera Investment Advisers first reported a position in PBE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Cetera Investment Advisers held 23,139 shares of Invesco Biotechnology & Genome ETF worth $1.83M as of Q1 2026.
  • Cetera Investment Advisers bought 464 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $37.5K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2356 holding.
  • Cetera Investment Advisers first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Invesco Biotechnology & Genome ETF position peaked at $1.86M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.