GPS Wealth Strategies Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-607	Closed	-$42.4K	–	1267
2025 Q3	$42.4K	Buy	607 +2	+0.3%	+$135	﹤0.01%	718
2025 Q2	$38.8K	Buy	605 +1	+0.2%	+$62	﹤0.01%	698
2025 Q1	$38.3K	Buy	604 +104	+21%	+$7K	0.01%	675
2024 Q4	$33.3K	Buy	500 +35	+8%	+$2.41K	﹤0.01%	675
2024 Q3	$32.5K	Hold	465	–	–	﹤0.01%	685
2024 Q2	$30.1K	Buy	+465	New	+$29.4K	﹤0.01%	664

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

GPS Wealth Strategies Group's PBE Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2025, closing a stake of 607 shares — an estimated $42.4K sold.

GPS Wealth Strategies Group first reported a position in PBE in Q2 2024 and held it in 6 quarters. The position peaked at $42.4K in Q3 2025. 108 funds tracked by Wall St. Rank hold PBE as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 607 Invesco Biotechnology & Genome ETF shares in Q4 2025, an estimated $42.4K.
GPS Wealth Strategies Group first reported a position in Invesco Biotechnology & Genome ETF in Q2 2024 and held it in 6 quarters.
GPS Wealth Strategies Group's Invesco Biotechnology & Genome ETF position peaked at $42.4K in Q3 2025.
108 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.