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

Creative Planning’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 		$357K Buy
4,505
+1,400
+45% +$113K ﹤0.01% 3286
2025
Q4 		$255K Sell
3,105
-55
-2% -$4.25K ﹤0.01% 3363
2025
Q3 		$221K Sell
3,160
-63
-2% -$4.26K ﹤0.01% 3390
2025
Q2 		$207K Sell
3,223
-14,175
-81% -$878K ﹤0.01% 3195
2025
Q1 		$1.1M Buy
+17,398
New +$1.17M ﹤0.01% 1642
2023
Q4 		– Sell
-300
Closed -$17.1K – 2999
2023
Q3 		$17.1K Buy
+300
New +$18.3K ﹤0.01% 2603
2022
Q2 		– Sell
-300
Closed -$19K – 2463
2022
Q1 		$19K Buy
+300
New +$18.3K ﹤0.01% 2141
2017
Q3 		– Sell
-1,700
Closed -$78K – 3162
2017
Q2 		$78K Buy
1,700
+990
+139% +$42.7K ﹤0.01% 2170
2017
Q1 		$30K Sell
710
-19,000
-96% -$796K ﹤0.01% 2843
2016
Q4 		$765K Buy
19,710
+19,005
+2,696% +$767K ﹤0.01% 734
2016
Q3 		$30K Buy
705
+205
+41% +$8.42K ﹤0.01% 2740
2016
Q2 		$18K Sell
500
-400
-44% -$15.7K ﹤0.01% 2877
2016
Q1 		$34K Hold
900
– – ﹤0.01% 2372
2015
Q4 		$45K Buy
900
+700
+350% +$34.6K ﹤0.01% 2194
2015
Q3 		$9K Buy
+200
New +$11.2K ﹤0.01% 3273
2015
Q2 		– Sell
-200
Closed -$11K – 2431
2015
Q1 		$11K Sell
200
-400
-67% -$21.6K ﹤0.01% 3139
2014
Q4 		$30K Buy
600
+400
+200% +$19.6K ﹤0.01% 2348
2014
Q3 		$9K Sell
200
-1,000
-83% -$45K ﹤0.01% 3005
2014
Q2 		$52K Buy
1,200
+1,000
+500% +$40.5K ﹤0.01% 1864
2014
Q1 		$8K Hold
200
– – ﹤0.01% 2861
2013
Q4 		$7K Hold
200
– – ﹤0.01% 2722
2013
Q3 		$7K Sell
200
-200
-50% -$6.62K ﹤0.01% 2621
2013
Q2 		$12K Buy
+400
New +$11.4K ﹤0.01% 2184

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's PBE Position: Q1 2026 in Review

Creative Planning increased its Invesco Biotechnology & Genome ETF (PBE) stake by 45% in Q1 2026, buying an estimated $113K and bringing the position to 4,505 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Creative Planning first reported a position in PBE in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.1M in Q1 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Creative Planning held 4,505 shares of Invesco Biotechnology & Genome ETF worth $357K as of Q1 2026.
  • Creative Planning bought 1,400 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $113K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3286 holding.
  • Creative Planning first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and has held it in 23 quarters since.
  • Creative Planning's Invesco Biotechnology & Genome ETF position peaked at $1.1M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.