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Envision Financial Transparency’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Envision Financial Transparency’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 		$371K Buy
+4,488
New +$370K 0.32% 44

Other funds holding PBE

Morgan Stanley
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
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
GKWIM
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 $1.56B AUM 27.39% 1-Year Est. Return

Envision Financial Transparency's PBE Position: Q2 2026 in Review

Envision Financial Transparency opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 4,488 shares worth $371K. The stake represents 0.32% of the portfolio and ranks #44 among its holdings.

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

  • Envision Financial Transparency held 4,488 shares of Invesco Biotechnology & Genome ETF worth $371K as of Q2 2026.
  • Invesco Biotechnology & Genome ETF was a new Envision Financial Transparency position in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up 0.32% of Envision Financial Transparency's portfolio in Q2 2026, its #44 holding.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.