Harbour Investments’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Harbour Investments’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	$34.9K	Sell	441 -78	-15%	-$6.3K	﹤0.01%	2543
2025 Q4	$42.6K	Sell	519 -177	-25%	-$13.7K	﹤0.01%	2035
2025 Q3	$48.6K	Sell	696 -6	-0.9%	-$405	﹤0.01%	1923
2025 Q2	$45K	Sell	702 -16	-2%	-$991	﹤0.01%	1884
2025 Q1	$45.6K	Hold	718	–	–	﹤0.01%	1813
2024 Q4	$47.8K	Sell	718 -95	-12%	-$6.55K	﹤0.01%	1737
2024 Q3	$56.8K	Hold	813	–	–	﹤0.01%	1595
2024 Q2	$52.7K	Hold	813	–	–	﹤0.01%	1527
2024 Q1	$52.6K	Buy	813 +425	+110%	+$27.7K	﹤0.01%	1503
2023 Q4	$25.5K	Buy	388 +234	+152%	+$13.6K	﹤0.01%	1755
2023 Q3	$8.79K	Buy	154 +58	+60%	+$3.54K	﹤0.01%	2080
2023 Q2	$5.88K	Sell	96 -50	-34%	-$3.12K	﹤0.01%	2225
2023 Q1	$9.16K	Hold	146	–	–	﹤0.01%	2040
2022 Q4	$9.27K	Hold	146	–	–	﹤0.01%	1986
2022 Q3	$8K	Hold	146	–	–	﹤0.01%	2031
2022 Q2	$8K	Buy	+146	New	+$8.41K	﹤0.01%	2031
2021 Q4	$10K	Buy	146 +96	+192%	+$6.95K	﹤0.01%	1932
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	3087
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	3156
2021 Q1	$4K	Buy	+50	New	+$3.78K	﹤0.01%	3002

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

Harbour Investments's PBE Position: Q1 2026 in Review

Harbour Investments reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 15% in Q1 2026, selling an estimated $6.3K and leaving 441 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Harbour Investments first reported a position in PBE in Q1 2021 and has held it in 20 quarters since. The position peaked at $56.8K in Q3 2024. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Harbour Investments held 441 shares of Invesco Biotechnology & Genome ETF worth $34.9K as of Q1 2026.
Harbour Investments sold 78 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $6.3K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2543 holding.
Harbour Investments first reported a position in Invesco Biotechnology & Genome ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Invesco Biotechnology & Genome ETF position peaked at $56.8K in Q3 2024.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.