Harbor Investment Advisory’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Harbor Investment Advisory’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	$13.4K	Hold	150	–	–	﹤0.01%	1012
2026 Q1	$11.9K	Sell	150 -1,125	-88%	-$90.9K	﹤0.01%	883
2025 Q4	$105K	Buy	1,275 +1,125	+750%	+$87K	0.01%	504
2025 Q3	$10.5K	Hold	150	–	–	﹤0.01%	899
2025 Q2	$9.62K	Hold	150	–	–	﹤0.01%	892
2025 Q1	$9.52K	Hold	150	–	–	﹤0.01%	878
2024 Q4	$9.98K	Hold	150	–	–	﹤0.01%	873
2024 Q3	$10.5K	Hold	150	–	–	﹤0.01%	861
2024 Q2	$9.72K	Hold	150	–	–	﹤0.01%	862
2024 Q1	$9.71K	Hold	150	–	–	﹤0.01%	859
2023 Q4	$9.88K	Hold	150	–	–	﹤0.01%	832
2023 Q3	$8.56K	Hold	150	–	–	﹤0.01%	841
2023 Q2	$9.19K	Hold	150	–	–	﹤0.01%	1039
2023 Q1	$9.41K	Sell	150 -30	-17%	-$1.93K	﹤0.01%	1041
2022 Q4	$11.4K	Hold	180	–	–	﹤0.01%	996
2022 Q3	$11K	Hold	180	–	–	﹤0.01%	1027
2022 Q2	$10K	Hold	180	–	–	﹤0.01%	1036
2022 Q1	$11K	Hold	180	–	–	﹤0.01%	1039
2021 Q4	$13K	Hold	180	–	–	﹤0.01%	1017
2021 Q3	$13K	Hold	180	–	–	﹤0.01%	1015
2021 Q2	$14K	Hold	180	–	–	﹤0.01%	959
2021 Q1	$13K	Sell	180 -20	-10%	-$1.51K	﹤0.01%	940
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	877
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	839
2020 Q2	$12K	Hold	200	–	–	﹤0.01%	749
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	769
2019 Q4	$11K	Buy	+200	New	+$10.4K	﹤0.01%	621

Other funds holding PBE

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbor Investment Advisory's PBE Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 150 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Harbor Investment Advisory first reported a position in PBE in Q4 2019 and has held it in 27 quarters since. The position peaked at $105K in Q4 2025. 31 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Harbor Investment Advisory held 150 shares of Invesco Biotechnology & Genome ETF worth $13.4K as of Q2 2026.
Harbor Investment Advisory left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1012 holding.
Harbor Investment Advisory first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Invesco Biotechnology & Genome ETF position peaked at $105K in Q4 2025.
31 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.