BFC Planning, Inc.’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

BFC Planning, Inc.’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	$2.85M	Buy	+29,325	New	+$2.75M	0.11%	183

Other funds holding PBE

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

BFC Planning, Inc.'s PBE Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q3 2026: 29,325 shares worth $2.85M. The stake represents 0.11% of the portfolio and ranks #183 among its holdings.

98 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

BFC Planning, Inc. held 29,325 shares of Invesco Biotechnology & Genome ETF worth $2.85M as of Q3 2026.
Invesco Biotechnology & Genome ETF was a new BFC Planning, Inc. position in Q3 2026.
Invesco Biotechnology & Genome ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q3 2026, its #183 holding.
98 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.