Dynamic Advisor Solutions
PBE icon

Dynamic Advisor Solutions’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$547K Buy
5,624
+226
+4% +$21.2K 0.02% 638
2026
Q2 		$484K Buy
+5,398
New +$445K 0.01% 699

Other funds holding PBE

YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Dynamic Advisor Solutions's PBE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Invesco Biotechnology & Genome ETF (PBE) stake by 4.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 5,624 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #638.

Dynamic Advisor Solutions first reported a position in PBE in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

  • Dynamic Advisor Solutions held 5,624 shares of Invesco Biotechnology & Genome ETF worth $547K as of Q3 2026.
  • Dynamic Advisor Solutions bought 226 Invesco Biotechnology & Genome ETF shares in Q3 2026, an estimated $21.2K.
  • Invesco Biotechnology & Genome ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #638 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco Biotechnology & Genome ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.