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Kestra Advisory Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Kestra Advisory Services’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 		$497K Buy
6,280
+411
+7% +$33.2K ﹤0.01% 2229
2025
Q4 		$482K Sell
5,869
-49
-0.8% -$3.79K ﹤0.01% 2171
2025
Q3 		$414K Sell
5,918
-52
-0.9% -$3.51K ﹤0.01% 2190
2025
Q2 		$383K Sell
5,970
-890
-13% -$55.1K ﹤0.01% 2168
2025
Q1 		$435K Sell
6,860
-229
-3% -$15.4K ﹤0.01% 1907
2024
Q4 		$472K Buy
7,089
+2,383
+51% +$164K ﹤0.01% 1911
2024
Q3 		$329K Sell
4,706
-220
-4% -$15.2K ﹤0.01% 2032
2024
Q2 		$319K Sell
4,926
-680
-12% -$43.1K ﹤0.01% 2077
2024
Q1 		$363K Buy
5,606
+40
+0.7% +$2.6K ﹤0.01% 1871
2023
Q4 		$366K Sell
5,566
-796
-13% -$46.3K ﹤0.01% 1720
2023
Q3 		$363K Buy
6,362
+254
+4% +$15.5K ﹤0.01% 1550
2023
Q2 		$374K Sell
6,108
-786
-11% -$49K ﹤0.01% 1476
2023
Q1 		$433K Sell
6,894
-12
-0.2% -$773 ﹤0.01% 1352
2022
Q4 		$439K Sell
6,906
-98
-1% -$6.22K ﹤0.01% 1490
2022
Q3 		$413K Buy
7,004
+89
+1% +$5.48K ﹤0.01% 1419
2022
Q2 		$399K Buy
6,915
+1,498
+28% +$86.3K ﹤0.01% 1457
2022
Q1 		$336K Buy
+5,417
New +$331K ﹤0.01% 1526
2021
Q1 		– Sell
-2,906
Closed -$206K – 1999
2020
Q4 		$206K Buy
+2,906
New +$184K ﹤0.01% 1705

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

Kestra Advisory Services's PBE Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco Biotechnology & Genome ETF (PBE) stake by 7% in Q1 2026, buying an estimated $33.2K and bringing the position to 6,280 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Kestra Advisory Services first reported a position in PBE in Q4 2020 and has held it in 18 quarters since. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Kestra Advisory Services held 6,280 shares of Invesco Biotechnology & Genome ETF worth $497K as of Q1 2026.
  • Kestra Advisory Services bought 411 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $33.2K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2229 holding.
  • Kestra Advisory Services first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and has held it in 18 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.