Integrated Wealth Concepts’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Integrated Wealth Concepts’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	$84.5K	Buy	+942	New	+$77.6K	﹤0.01%	2948

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

Integrated Wealth Concepts's PBE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 942 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #2948 among its holdings.

105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Integrated Wealth Concepts held 942 shares of Invesco Biotechnology & Genome ETF worth $84.5K as of Q2 2026.
Invesco Biotechnology & Genome ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2948 holding.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.