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Hennion & Walsh Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Hennion & Walsh Asset Management’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 		$932K Buy
+9,575
New +$899K 0.03% 590

Other funds holding PBE

YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Hennion & Walsh Asset Management's PBE Position: Q3 2026 in Review

Hennion & Walsh Asset Management opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q3 2026: 9,575 shares worth $932K. The stake represents 0.03% of the portfolio and ranks #590 among its holdings.

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

  • Hennion & Walsh Asset Management held 9,575 shares of Invesco Biotechnology & Genome ETF worth $932K as of Q3 2026.
  • Invesco Biotechnology & Genome ETF was a new Hennion & Walsh Asset Management position in Q3 2026.
  • Invesco Biotechnology & Genome ETF made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #590 holding.
  • 12 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.