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Independent Financial Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Independent Financial Group’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 		$579K Buy
+5,956
New +$559K 0.01% 930

Other funds holding PBE

YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Independent Financial Group's PBE Position: Q3 2026 in Review

Independent Financial Group opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q3 2026: 5,956 shares worth $579K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings.

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

  • Independent Financial Group held 5,956 shares of Invesco Biotechnology & Genome ETF worth $579K as of Q3 2026.
  • Invesco Biotechnology & Genome ETF was a new Independent Financial Group position in Q3 2026.
  • Invesco Biotechnology & Genome ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #930 holding.
  • 12 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.