Jones Financial Companies
PBE icon

Jones Financial Companies’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Jones Financial Companies’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
Q1 		$596K Buy
7,889
+1,385
+21% +$112K ﹤0.01% 1954
2025
Q4 		$534K Buy
6,504
+1,146
+21% +$88.7K ﹤0.01% 1495
2025
Q3 		$367K Sell
5,358
-26
-0.5% -$1.76K ﹤0.01% 1524
2025
Q2 		$347K Buy
5,384
+2,898
+117% +$180K ﹤0.01% 1432
2025
Q1 		$159K Buy
2,486
+171
+7% +$11.5K ﹤0.01% 1581
2024
Q4 		$154K Buy
2,315
+801
+53% +$55.2K ﹤0.01% 1462
2024
Q3 		$106K Buy
1,514
+677
+81% +$46.9K ﹤0.01% 1377
2024
Q2 		$54.2K Buy
+837
New +$53K ﹤0.01% 1227

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's PBE Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco Biotechnology & Genome ETF (PBE) stake by 21% in Q1 2026, buying an estimated $112K and bringing the position to 7,889 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Jones Financial Companies first reported a position in PBE in Q2 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Jones Financial Companies held 7,889 shares of Invesco Biotechnology & Genome ETF worth $596K as of Q1 2026.
  • Jones Financial Companies bought 1,385 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $112K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1954 holding.
  • Jones Financial Companies first reported a position in Invesco Biotechnology & Genome ETF in Q2 2024 and has held it in 8 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.