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

Financial Avengers’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	$16K	Hold	202	–	–	0.01%	98
2025 Q4	$16.6K	Buy	202 +1	+0.5%	+$77	0.01%	95
2025 Q3	$14K	Buy	201 +1	+0.5%	+$68	0.01%	98
2025 Q2	$12.8K	Hold	200	–	–	0.01%	101
2025 Q1	$12.7K	Hold	200	–	–	0.01%	106
2024 Q4	$13.3K	Hold	200	–	–	0.01%	117
2024 Q3	$13.9K	Hold	200	–	–	0.01%	120
2024 Q2	$12.9K	Hold	200	–	–	0.01%	106
2024 Q1	$12.9K	Hold	200	–	–	0.01%	95
2023 Q4	$13.1K	Hold	200	–	–	0.01%	103
2023 Q3	$11.4K	Hold	200	–	–	0.01%	105
2023 Q2	$12.2K	Hold	200	–	–	0.01%	100
2023 Q1	$12.5K	Hold	200	–	–	0.01%	100
2022 Q4	$12.7K	Hold	200	–	–	0.01%	94
2022 Q3	$12K	Hold	200	–	–	0.01%	91
2022 Q2	$12K	Hold	200	–	–	0.01%	100
2022 Q1	$12K	Hold	200	–	–	0.01%	112
2021 Q4	$14K	Hold	200	–	–	0.01%	111
2021 Q3	$15K	Hold	200	–	–	0.01%	99
2021 Q2	$15K	Hold	200	–	–	0.01%	105
2021 Q1	$15K	Hold	200	–	–	0.01%	104
2020 Q4	$14K	Buy	+200	New	+$12.7K	0.01%	100

Other funds holding PBE

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Avengers's PBE Position: Q1 2026 in Review

Financial Avengers held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 202 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #98.

Financial Avengers first reported a position in PBE in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.6K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Financial Avengers held 202 shares of Invesco Biotechnology & Genome ETF worth $16K as of Q1 2026.
Financial Avengers left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
Invesco Biotechnology & Genome ETF made up 0.01% of Financial Avengers's portfolio in Q1 2026, its #98 holding.
Financial Avengers first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's Invesco Biotechnology & Genome ETF position peaked at $16.6K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.