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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
Q2 		$42.3K Sell
472
-31
-6% -$2.55K ﹤0.01% 1064
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Creative Financial Designs's PBE Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 6.2% in Q2 2026, selling an estimated $2.55K and leaving 472 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Creative Financial Designs first reported a position in PBE in Q3 2022 and has held it in 16 quarters since. The position peaked at $393K in Q3 2024. 104 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Creative Financial Designs held 472 shares of Invesco Biotechnology & Genome ETF worth $42.3K as of Q2 2026.
  • Creative Financial Designs sold 31 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $2.55K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1064 holding.
  • Creative Financial Designs first reported a position in Invesco Biotechnology & Genome ETF in Q3 2022 and has held it in 16 quarters since.
  • Creative Financial Designs's Invesco Biotechnology & Genome ETF position peaked at $393K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.