Colonial Trust Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Colonial Trust 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	-304	Closed	-$25K	–	744
2025 Q4	$25K	Buy	+304	New	+$23.5K	﹤0.01%	424

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

Colonial Trust Advisors's PBE Position: Q1 2026 in Review

Colonial Trust Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 304 shares — an estimated $25K sold.

Colonial Trust Advisors first reported a position in PBE in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Colonial Trust Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Colonial Trust Advisors sold 304 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $25K.
Colonial Trust Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and held it in 1 quarter.
Colonial Trust Advisors's Invesco Biotechnology & Genome ETF position peaked at $25K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.