Dana Investment Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Dana Investment Advisors’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	$215K	Buy	+2,400	New	+$198K	0.01%	559

Other funds holding PBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Dana Investment Advisors's PBE Position: Q2 2026 in Review

Dana Investment Advisors opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 2,400 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings.

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

Dana Investment Advisors held 2,400 shares of Invesco Biotechnology & Genome ETF worth $215K as of Q2 2026.
Invesco Biotechnology & Genome ETF was a new Dana Investment Advisors position in Q2 2026.
Invesco Biotechnology & Genome ETF made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #559 holding.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.