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Innovative Asset Advisors Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Innovative Asset Advisors 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
Q2 		$98.6K Hold
1,100
– – 0.04% 230
2026
Q1 		$87.1K Buy
+1,100
New +$88.9K 0.05% 235

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Innovative Asset Advisors Group's PBE Position: Q2 2026 in Review

Innovative Asset Advisors Group held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 1,100 shares worth $98.6K. The position accounts for 0.04% of the portfolio, ranked #230.

Innovative Asset Advisors Group first reported a position in PBE in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Innovative Asset Advisors Group held 1,100 shares of Invesco Biotechnology & Genome ETF worth $98.6K as of Q2 2026.
  • Innovative Asset Advisors Group left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up 0.04% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #230 holding.
  • Innovative Asset Advisors Group first reported a position in Invesco Biotechnology & Genome ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.