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 Q2	$594K	Buy	6,623 +343	+5%	+$28.3K	﹤0.01%	2220
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 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

Kestra Advisory Services's PBE Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco Biotechnology & Genome ETF (PBE) stake by 5.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 6,623 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Kestra Advisory Services first reported a position in PBE in Q4 2020 and has held it in 19 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Kestra Advisory Services held 6,623 shares of Invesco Biotechnology & Genome ETF worth $594K as of Q2 2026.
Kestra Advisory Services bought 343 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $28.3K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2220 holding.
Kestra Advisory Services first reported a position in Invesco Biotechnology & Genome ETF in Q4 2020 and has held it in 19 quarters since.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.