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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
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
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

LOM Asset Management's PBE Position: Q1 2026 in Review

LOM Asset Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 300 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #253.

LOM Asset Management first reported a position in PBE in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • LOM Asset Management held 300 shares of Invesco Biotechnology & Genome ETF worth $23.8K as of Q1 2026.
  • LOM Asset Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up 0.01% of LOM Asset Management's portfolio in Q1 2026, its #253 holding.
  • LOM Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's Invesco Biotechnology & Genome ETF position peaked at $24.6K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.