Creative Financial Designs’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Creative Financial Designs’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	$39.8K	Hold	503	–	–	﹤0.01%	974
2025 Q4	$41.3K	Sell	503 -81	-14%	-$6.27K	﹤0.01%	935
2025 Q3	$40.8K	Sell	584 -2,387	-80%	-$161K	﹤0.01%	920
2025 Q2	$190K	Sell	2,971 -1,448	-33%	-$89.7K	0.01%	498
2025 Q1	$280K	Sell	4,419 -894	-17%	-$60.2K	0.02%	376
2024 Q4	$353K	Sell	5,313 -317	-6%	-$21.9K	0.03%	339
2024 Q3	$393K	Buy	5,630 +299	+6%	+$20.7K	0.03%	326
2024 Q2	$346K	Buy	5,331 +1,573	+42%	+$99.6K	0.03%	329
2024 Q1	$243K	Buy	3,758 +411	+12%	+$26.7K	0.02%	378
2023 Q4	$220K	Buy	3,347 +206	+7%	+$12K	0.02%	370
2023 Q3	$179K	Sell	3,141 -107	-3%	-$6.53K	0.02%	355
2023 Q2	$199K	Buy	3,248 +982	+43%	+$61.3K	0.02%	342
2023 Q1	$142K	Buy	2,266 +281	+14%	+$18.1K	0.02%	395
2022 Q4	$126K	Sell	1,985 -1	-0.1%	-$63	0.02%	406
2022 Q3	$117K	Buy	+1,986	New	+$122K	0.02%	400

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

Creative Financial Designs's PBE Position: Q1 2026 in Review

Creative Financial Designs held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 503 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Creative Financial Designs first reported a position in PBE in Q3 2022 and has held it in 15 quarters since. The position peaked at $393K in Q3 2024. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Creative Financial Designs held 503 shares of Invesco Biotechnology & Genome ETF worth $39.8K as of Q1 2026.
Creative Financial Designs left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #974 holding.
Creative Financial Designs first reported a position in Invesco Biotechnology & Genome ETF in Q3 2022 and has held it in 15 quarters since.
Creative Financial Designs's Invesco Biotechnology & Genome ETF position peaked at $393K in Q3 2024.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.