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

Financial Perspectives’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	$31.4K	Hold	350	–	–	0.01%	402
2026 Q1	$27.7K	Hold	350	–	–	0.01%	397
2025 Q4	$28.8K	Hold	350	–	–	0.01%	387
2025 Q3	$24.5K	Hold	350	–	–	0.01%	402
2025 Q2	$22.4K	Hold	350	–	–	0.01%	403
2025 Q1	$22.2K	Hold	350	–	–	0.01%	400
2024 Q4	$23.3K	Hold	350	–	–	0.01%	392
2024 Q3	$24.4K	Hold	350	–	–	0.01%	366
2024 Q2	$22.7K	Hold	350	–	–	0.01%	366
2024 Q1	$22.6K	Hold	350	–	–	0.01%	365
2023 Q4	$23K	Hold	350	–	–	0.01%	365
2023 Q3	$20K	Hold	350	–	–	0.01%	361
2023 Q2	$21.4K	Hold	350	–	–	0.01%	358
2023 Q1	$22K	Hold	350	–	–	0.01%	348
2022 Q4	$22.2K	Hold	350	–	–	0.01%	342
2022 Q3	$20.6K	Hold	350	–	–	0.01%	343
2022 Q2	$20.2K	Hold	350	–	–	0.01%	347
2022 Q1	$21.7K	Hold	350	–	–	0.01%	357
2021 Q4	$24.9K	Hold	350	–	–	0.01%	327
2021 Q3	$26.2K	Hold	350	–	–	0.01%	326
2021 Q2	$27.1K	Hold	350	–	–	0.01%	342
2021 Q1	$25.8K	Hold	350	–	–	0.01%	326
2020 Q4	$24.5K	Hold	350	–	–	0.01%	311
2020 Q3	$19.8K	Hold	350	–	–	0.01%	292
2020 Q2	$20.4K	Hold	350	–	–	0.01%	272
2020 Q1	$16.3K	Hold	350	–	–	0.01%	266
2019 Q4	$19.5K	Buy	+350	New	+$18.2K	0.01%	260

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

Financial Perspectives's PBE Position: Q2 2026 in Review

Financial Perspectives held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 350 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #402.

Financial Perspectives first reported a position in PBE in Q4 2019 and has held it in 27 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Financial Perspectives held 350 shares of Invesco Biotechnology & Genome ETF worth $31.4K as of Q2 2026.
Financial Perspectives left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
Invesco Biotechnology & Genome ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #402 holding.
Financial Perspectives first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and has held it in 27 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.