HighTower Advisors
PBE icon

HighTower Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

HighTower Advisors’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 		$534K Sell
6,746
-146
-2% -$11.8K ﹤0.01% 2658
2025
Q4 		$566K Buy
6,892
+5
+0.1% +$387 ﹤0.01% 2513
2025
Q3 		$481K Buy
6,887
+1
+0% +$68 ﹤0.01% 2655
2025
Q2 		$441K Buy
6,886
+24
+0.3% +$1.49K ﹤0.01% 2632
2025
Q1 		$435K Sell
6,862
-191
-3% -$12.9K ﹤0.01% 2580
2024
Q4 		$469K Sell
7,053
-48
-0.7% -$3.31K ﹤0.01% 2521
2024
Q3 		$494K Buy
7,101
+2,774
+64% +$192K ﹤0.01% 2404
2024
Q2 		$280K Buy
4,327
+40
+0.9% +$2.53K ﹤0.01% 2771
2024
Q1 		$277K Buy
4,287
+255
+6% +$16.6K ﹤0.01% 2741
2023
Q4 		$267K Sell
4,032
-630
-14% -$36.6K ﹤0.01% 2792
2023
Q3 		$265K Sell
4,662
-9
-0.2% -$549 ﹤0.01% 2692
2023
Q2 		$285K Hold
4,671
– – ﹤0.01% 2601
2023
Q1 		$293K Hold
4,671
– – ﹤0.01% 2472
2022
Q4 		$296K Buy
+4,671
New +$296K ﹤0.01% 2482
2022
Q1 		– Sell
-3,132
Closed -$222K – 3616
2021
Q4 		$222K Hold
3,132
– – ﹤0.01% 2682
2021
Q3 		$234K Hold
3,132
– – ﹤0.01% 2596
2021
Q2 		$241K Buy
+3,132
New +$233K ﹤0.01% 2541
2020
Q4 		– Sell
-3,987
Closed -$224K – 2769
2020
Q3 		$224K Hold
3,987
– – ﹤0.01% 2015
2020
Q2 		$233K Sell
3,987
-420
-10% -$22.9K ﹤0.01% 1892
2020
Q1 		$206K Buy
4,407
+487
+12% +$25.4K ﹤0.01% 1776
2019
Q4 		$219K Buy
+3,920
New +$204K ﹤0.01% 1913
2019
Q3 		– Sell
-5,571
Closed -$297K – 2507
2019
Q2 		$297K Sell
5,571
-121,526
-96% -$6.3M ﹤0.01% 1806
2019
Q1 		$7.01M Buy
127,097
+2,297
+2% +$121K 0.05% 403
2018
Q4 		$5.88M Buy
124,800
+119,108
+2,093% +$6.12M 0.05% 415
2018
Q3 		$339K Buy
5,692
+309
+6% +$18K ﹤0.01% 1667
2018
Q2 		$295K Sell
5,383
-723
-12% -$36.8K ﹤0.01% 1698
2018
Q1 		$302K Buy
+6,106
New +$311K ﹤0.01% 1668
2017
Q2 		– Sell
-9,819
Closed -$412K – 2300
2017
Q1 		$412K Sell
9,819
-370
-4% -$15.5K ﹤0.01% 1416
2016
Q4 		$402K Sell
10,189
-1,000
-9% -$40.4K ﹤0.01% 1350
2016
Q3 		$464K Sell
11,189
-413
-4% -$17K 0.01% 1276
2016
Q2 		$432K Sell
11,602
-1,216
-9% -$47.7K 0.01% 1194
2016
Q1 		$497K Buy
12,818
+45
+0.4% +$1.75K ﹤0.01% 1379
2015
Q4 		$648K Sell
12,773
-78,873
-86% -$3.9M 0.01% 1186
2015
Q3 		$4.19M Buy
91,646
+3,946
+4% +$221K 0.06% 368
2015
Q2 		$5.27M Buy
87,700
+210
+0.2% +$12K 0.08% 260
2015
Q1 		$4.82M Buy
87,490
+3,884
+5% +$210K 0.07% 298
2014
Q4 		$4.2M Buy
83,606
+866
+1% +$42.4K 0.06% 322
2014
Q3 		$3.82M Buy
82,740
+746
+0.9% +$33.6K 0.06% 335
2014
Q2 		$3.58M Buy
81,994
+4,665
+6% +$189K 0.06% 344
2014
Q1 		$3.22M Buy
+77,329
New +$3.31M 0.06% 356

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors's PBE Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 2.1% in Q1 2026, selling an estimated $11.8K and leaving 6,746 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

HighTower Advisors first reported a position in PBE in Q1 2014 and has held it in 40 quarters since. The position peaked at $7.01M in Q1 2019. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • HighTower Advisors held 6,746 shares of Invesco Biotechnology & Genome ETF worth $534K as of Q1 2026.
  • HighTower Advisors sold 146 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $11.8K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2658 holding.
  • HighTower Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q1 2014 and has held it in 40 quarters since.
  • HighTower Advisors's Invesco Biotechnology & Genome ETF position peaked at $7.01M in Q1 2019.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.