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

Institute for 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 Q2	$1.81M	Sell	20,218 -50	-0.2%	-$4.12K	0.16%	126
2026 Q1	$1.6M	Hold	20,268	–	–	0.17%	129
2025 Q4	$1.67M	Sell	20,268 -500	-2%	-$38.7K	0.18%	121
2025 Q3	$1.45M	Hold	20,768	–	–	0.15%	141
2025 Q2	$1.33M	Hold	20,768	–	–	0.15%	147
2025 Q1	$1.32M	Hold	20,768	–	–	0.17%	136
2024 Q4	$1.38M	Hold	20,768	–	–	0.17%	123
2024 Q3	$1.45M	Sell	20,768 -16	-0.1%	-$1.11K	0.18%	125
2024 Q2	$1.35M	Sell	20,784 -157	-0.7%	-$9.94K	0.18%	120
2024 Q1	$1.36M	Buy	20,941 +166	+0.8%	+$10.8K	0.17%	124
2023 Q4	$1.37M	Hold	20,775	–	–	0.22%	111
2023 Q3	$1.18M	Sell	20,775 -115	-0.6%	-$7.01K	0.21%	119
2023 Q2	$1.28M	Hold	20,890	–	–	0.22%	116
2023 Q1	$1.31M	Sell	20,890 -271	-1%	-$17.5K	0.25%	105
2022 Q4	$1.34M	Sell	21,161 -145	-0.7%	-$9.2K	0.28%	95
2022 Q3	$1.26M	Sell	21,306 -200	-0.9%	-$12.3K	0.28%	96
2022 Q2	$1.24M	Hold	21,506	–	–	0.24%	105
2022 Q1	$1.33M	Sell	21,506 -16	-0.1%	-$976	0.22%	119
2021 Q4	$1.53M	Hold	21,522	–	–	0.25%	105
2021 Q3	$1.61M	Hold	21,522	–	–	0.28%	91
2021 Q2	$1.66M	Sell	21,522 -40	-0.2%	-$2.97K	0.29%	87
2021 Q1	$1.59M	Sell	21,562 -180	-0.8%	-$13.6K	0.3%	85
2020 Q4	$1.52M	Hold	21,742	–	–	0.3%	81
2020 Q3	$1.23M	Buy	21,742 +43	+0.2%	+$2.53K	0.28%	92
2020 Q2	$1.26M	Buy	21,699 +244	+1%	+$13.3K	0.31%	88
2020 Q1	$998K	Sell	21,455 -630	-3%	-$32.9K	0.31%	88
2019 Q4	$1.23M	Sell	22,085 -1,000	-4%	-$52.1K	0.28%	96
2019 Q3	$1.09M	Hold	23,085	–	–	0.28%	102
2019 Q2	$1.24M	Sell	23,085 -430	-2%	-$22.3K	0.27%	98
2019 Q1	$1.3M	Hold	23,515	–	–	0.28%	92
2018 Q4	$1.11M	Buy	+23,515	New	+$1.21M	0.45%	65
2018 Q2	–	Sell	-22,990	Closed	-$1.11M	–	230
2018 Q1	$1.11M	Sell	22,990 -45	-0.2%	-$2.29K	0.33%	107
2017 Q4	$1.08M	Sell	23,035 -198	-0.9%	-$9.28K	0.25%	121
2017 Q3	$1.15M	Buy	+23,233	New	+$1.1M	0.38%	88
2017 Q2	–	Hold	0	–	–	–	98

Other funds holding PBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Institute for Wealth Management's PBE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.25% in Q2 2026, selling an estimated $4.12K and leaving 20,218 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #126.

Institute for Wealth Management first reported a position in PBE in Q3 2017 and has held it in 34 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Institute for Wealth Management held 20,218 shares of Invesco Biotechnology & Genome ETF worth $1.81M as of Q2 2026.
Institute for Wealth Management sold 50 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $4.12K.
Invesco Biotechnology & Genome ETF made up 0.16% of Institute for Wealth Management's portfolio in Q2 2026, its #126 holding.
Institute for Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q3 2017 and has held it in 34 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.