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IHT Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

IHT Wealth 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
Q1 		– Sell
-14,814
Closed -$1.22M – 1314
2025
Q4 		$1.22M Buy
14,814
+30
+0.2% +$2.32K 0.03% 485
2025
Q3 		$1.03M Sell
14,784
-555
-4% -$37.5K 0.03% 518
2025
Q2 		$983K Sell
15,339
-213
-1% -$13.2K 0.03% 506
2025
Q1 		$987K Buy
15,552
+4,352
+39% +$293K 0.03% 476
2024
Q4 		$745K Sell
11,200
-924
-8% -$63.7K 0.02% 546
2024
Q3 		$847K Buy
12,124
+1,550
+15% +$107K 0.02% 547
2024
Q2 		$685K Buy
10,574
+5,614
+113% +$356K 0.03% 537
2024
Q1 		$321K Buy
4,960
+192
+4% +$12.5K 0.01% 776
2023
Q4 		$314K Buy
4,768
+1,059
+29% +$61.6K 0.01% 750
2023
Q3 		$212K Buy
3,709
+271
+8% +$16.5K 0.01% 862
2023
Q2 		$211K Sell
3,438
-225
-6% -$14K 0.01% 862
2023
Q1 		$230K Buy
3,663
+90
+3% +$5.8K 0.01% 799
2022
Q4 		$227K Sell
3,573
-380
-10% -$24.1K 0.01% 774
2022
Q3 		$233K Buy
+3,953
New +$244K 0.02% 718
2018
Q2 		– Sell
-330
Closed -$16K – 1069
2018
Q1 		$16K Hold
330
– – ﹤0.01% 1049
2017
Q4 		$16K Hold
330
– – ﹤0.01% 1055
2017
Q3 		$17K Hold
330
– – 0.01% 821
2017
Q2 		$1 Hold
330
– – ﹤0.01% 1340
2017
Q1 		$14K Hold
330
– – 0.01% 741
2016
Q4 		$13K Buy
+330
New +$13.3K 0.01% 748

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

IHT Wealth Management's PBE Position: Q1 2026 in Review

IHT Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 14,814 shares — an estimated $1.22M sold.

IHT Wealth Management first reported a position in PBE in Q4 2016 and held it in 20 quarters. The position peaked at $1.22M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • IHT Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 14,814 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $1.22M.
  • IHT Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2016 and held it in 20 quarters.
  • IHT Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $1.22M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.