Cornerstone Planning Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Cornerstone Planning 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 Q1	–	Sell	-166	Closed	-$13.7K	–	1889
2025 Q4	$13.7K	Buy	166 +1	+0.6%	+$77	﹤0.01%	706
2025 Q3	$12.1K	Buy	165 +1	+0.6%	+$68	﹤0.01%	725
2025 Q2	$10.9K	Hold	164	–	–	﹤0.01%	537
2025 Q1	$9.89K	Hold	164	–	–	﹤0.01%	572
2024 Q4	$11.4K	Hold	164	–	–	﹤0.01%	399
2024 Q3	$11.3K	Sell	164 -1	-0.6%	-$69	﹤0.01%	394
2024 Q2	$10.9K	Buy	165 +1	+0.6%	+$63	﹤0.01%	422
2024 Q1	$10.5K	Hold	164	–	–	﹤0.01%	399
2023 Q4	$10.8K	Hold	164	–	–	﹤0.01%	415
2023 Q3	$9.35K	Buy	+164	New	+$10K	﹤0.01%	438

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 $445B AUM 25.58% 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 $3.75B AUM 28.61% 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

Cornerstone Planning Group's PBE Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 166 shares — an estimated $13.7K sold.

Cornerstone Planning Group first reported a position in PBE in Q3 2023 and held it in 10 quarters. The position peaked at $13.7K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Cornerstone Planning Group reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 166 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $13.7K.
Cornerstone Planning Group first reported a position in Invesco Biotechnology & Genome ETF in Q3 2023 and held it in 10 quarters.
Cornerstone Planning Group's Invesco Biotechnology & Genome ETF position peaked at $13.7K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.