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Connecticut Capital Management Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Connecticut Capital Management 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
2026
Q2 		$288K Buy
+3,218
New +$265K 0.23% 92

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Connecticut Capital Management Group's PBE Position: Q2 2026 in Review

Connecticut Capital Management Group opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 3,218 shares worth $288K. The stake represents 0.23% of the portfolio and ranks #92 among its holdings.

14 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Connecticut Capital Management Group held 3,218 shares of Invesco Biotechnology & Genome ETF worth $288K as of Q2 2026.
  • Invesco Biotechnology & Genome ETF was a new Connecticut Capital Management Group position in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up 0.23% of Connecticut Capital Management Group's portfolio in Q2 2026, its #92 holding.
  • 14 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Connecticut Capital Management Group's 13F filing for Q2 2026, filed 20 Jul 2026.