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Investment House LLC’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Investment House LLC’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 		$617K Sell
6,880
-1,700
-20% -$140K 0.03% 172
2026
Q1 		$679K Hold
8,580
– – 0.04% 161
2025
Q4 		$705K Hold
8,580
– – 0.03% 157
2025
Q3 		$599K Buy
8,580
+1,100
+15% +$74.3K 0.03% 169
2025
Q2 		$479K Sell
7,480
-500
-6% -$31K 0.02% 180
2025
Q1 		$506K Hold
7,980
– – 0.03% 175
2024
Q4 		$531K Buy
7,980
+345
+5% +$23.8K 0.03% 159
2024
Q3 		$533K Hold
7,635
– – 0.03% 168
2024
Q2 		$495K Buy
7,635
+450
+6% +$28.5K 0.03% 161
2024
Q1 		$465K Buy
7,185
+2,535
+55% +$165K 0.03% 163
2023
Q4 		$306K Hold
4,650
– – 0.02% 172
2023
Q3 		$265K Sell
4,650
-575
-11% -$35.1K 0.02% 168
2023
Q2 		$320K Sell
5,225
-75
-1% -$4.68K 0.02% 166
2023
Q1 		$333K Hold
5,300
– – 0.03% 162
2022
Q4 		$337K Sell
5,300
-100
-2% -$6.34K 0.03% 147
2022
Q3 		$318K Sell
5,400
-200
-4% -$12.3K 0.03% 152
2022
Q2 		$323K Sell
5,600
-600
-10% -$34.6K 0.03% 142
2022
Q1 		$385K Sell
6,200
-200
-3% -$12.2K 0.03% 145
2021
Q4 		$456K Sell
6,400
-435
-6% -$31.5K 0.03% 142
2021
Q3 		$512K Sell
6,835
-325
-5% -$24.8K 0.04% 139
2021
Q2 		$553K Sell
7,160
-100
-1% -$7.43K 0.04% 146
2021
Q1 		$536K Sell
7,260
-200
-3% -$15.1K 0.04% 139
2020
Q4 		$523K Sell
7,460
-1,405
-16% -$89K 0.04% 153
2020
Q3 		$502K Sell
8,865
-3,050
-26% -$179K 0.04% 142
2020
Q2 		$694K Sell
11,915
-140
-1% -$7.63K 0.06% 124
2020
Q1 		$560K Sell
12,055
-3,050
-20% -$159K 0.06% 124
2019
Q4 		$844K Sell
15,105
-590
-4% -$30.8K 0.08% 128
2019
Q3 		$743K Buy
15,695
+6,495
+71% +$333K 0.08% 125
2019
Q2 		$492K Buy
9,200
+4,250
+86% +$220K 0.05% 141
2019
Q1 		$273K Hold
4,950
– – 0.03% 161
2018
Q4 		$233K Buy
+4,950
New +$254K 0.03% 158

Other funds holding PBE

Morgan Stanley
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Investment House LLC's PBE Position: Q2 2026 in Review

Investment House LLC reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 20% in Q2 2026, selling an estimated $140K and leaving 6,880 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #172.

Investment House LLC first reported a position in PBE in Q4 2018 and has held it in 31 quarters since. The position peaked at $844K in Q4 2019. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Investment House LLC held 6,880 shares of Invesco Biotechnology & Genome ETF worth $617K as of Q2 2026.
  • Investment House LLC sold 1,700 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $140K.
  • Invesco Biotechnology & Genome ETF made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #172 holding.
  • Investment House LLC first reported a position in Invesco Biotechnology & Genome ETF in Q4 2018 and has held it in 31 quarters since.
  • Investment House LLC's Invesco Biotechnology & Genome ETF position peaked at $844K in Q4 2019.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.