LOM Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

LOM Asset Management’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	–	Sell	-300	Closed	-$23.8K	–	287
2026 Q1	$23.8K	Hold	300	–	–	0.01%	253
2025 Q4	$24.6K	Hold	300	–	–	0.01%	255
2025 Q3	$21K	Hold	300	–	–	0.01%	235
2025 Q2	$19K	Buy	+300	New	+$18.6K	0.01%	240

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

LOM Asset Management's PBE Position: Q2 2026 in Review

LOM Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2026, closing a stake of 300 shares — an estimated $23.8K sold.

LOM Asset Management first reported a position in PBE in Q2 2025 and held it in 4 quarters. The position peaked at $24.6K in Q4 2025. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

LOM Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2026 after selling out during the quarter.
LOM Asset Management sold 300 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $23.8K.
LOM Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2025 and held it in 4 quarters.
LOM Asset Management's Invesco Biotechnology & Genome ETF position peaked at $24.6K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.