John Overdeck’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

John Overdeck’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	$305K	Buy	+3,400	New	+$280K	﹤0.01%	4514
2026 Q1	–	Sell	-9,000	Closed	-$739K	–	4834
2025 Q4	$739K	Buy	+9,000	New	+$696K	﹤0.01%	3107
2025 Q2	–	Sell	-3,900	Closed	-$247K	–	3441
2025 Q1	$247K	Sell	3,900 -200	-5%	-$13.5K	﹤0.01%	2790
2024 Q4	$273K	Sell	4,100 -2,100	-34%	-$145K	﹤0.01%	2765
2024 Q3	$433K	Buy	+6,200	New	+$429K	﹤0.01%	2534
2024 Q2	–	Sell	-5,000	Closed	-$324K	–	3248
2024 Q1	$324K	Buy	+5,000	New	+$325K	﹤0.01%	2527

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

John Overdeck's PBE Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 3,400 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #4514 among its holdings. This is a return to the name: John Overdeck previously reported a position in PBE as recently as Q4 2025.

John Overdeck first reported a position in PBE in Q1 2024 and has held it in 6 quarters since. The position peaked at $739K in Q4 2025. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

John Overdeck held 3,400 shares of Invesco Biotechnology & Genome ETF worth $305K as of Q2 2026.
Invesco Biotechnology & Genome ETF was a new John Overdeck position in Q2 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4514 holding.
John Overdeck first reported a position in Invesco Biotechnology & Genome ETF in Q1 2024 and has held it in 6 quarters since.
John Overdeck's Invesco Biotechnology & Genome ETF position peaked at $739K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.