CIBC Private Wealth Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$39.8K	Hold	485	–	–	﹤0.01%	1874
2025 Q3	$33.9K	Buy	485 +100	+26%	+$6.76K	﹤0.01%	1966
2025 Q2	$24.7K	Hold	385	–	–	﹤0.01%	1935
2025 Q1	$21.6K	Sell	385 -1,000	-72%	-$67.3K	﹤0.01%	1963
2024 Q4	$95.5K	Hold	1,385	–	–	﹤0.01%	1435
2024 Q3	$96.7K	Hold	1,385	–	–	﹤0.01%	1496
2024 Q2	$90.6K	Hold	1,385	–	–	﹤0.01%	1441
2024 Q1	$89.2K	Buy	+1,385	New	+$90.1K	﹤0.01%	1444
2018 Q3	–	Sell	-2,925	Closed	-$160K	–	1484
2018 Q2	$160K	Hold	2,925	–	–	﹤0.01%	955
2018 Q1	$144K	Hold	2,925	–	–	﹤0.01%	962
2017 Q4	$138K	Buy	+2,925	New	+$137K	﹤0.01%	985

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CIBC Private Wealth Group's PBE Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q4 2025 at 485 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

CIBC Private Wealth Group first reported a position in PBE in Q4 2017 and has held it in 11 quarters since. The position peaked at $160K in Q2 2018. 108 funds tracked by Wall St. Rank hold PBE as of Q4 2025.

CIBC Private Wealth Group held 485 shares of Invesco Biotechnology & Genome ETF worth $39.8K as of Q4 2025.
CIBC Private Wealth Group left its Invesco Biotechnology & Genome ETF share count unchanged in Q4 2025.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1874 holding.
CIBC Private Wealth Group first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Invesco Biotechnology & Genome ETF position peaked at $160K in Q2 2018.
108 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.