Mariner
PBE icon

Mariner’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Mariner’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 		$1.06M Sell
11,820
-400
-3% -$32.9K ﹤0.01% 1908
2026
Q1 		$968K Hold
12,220
– – ﹤0.01% 1998
2025
Q4 		$1M Buy
12,220
+1
+0% +$77 ﹤0.01% 1952
2025
Q3 		$854K Hold
12,219
– – ﹤0.01% 2029
2025
Q2 		$783K Buy
+12,219
New +$757K ﹤0.01% 1986
2016
Q4 		– Sell
-2,000
Closed -$84K – 715
2016
Q3 		$84K Buy
+2,000
New +$82.1K ﹤0.01% 613

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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

Mariner's PBE Position: Q2 2026 in Review

Mariner reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 3.3% in Q2 2026, selling an estimated $32.9K and leaving 11,820 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Mariner first reported a position in PBE in Q3 2016 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Mariner held 11,820 shares of Invesco Biotechnology & Genome ETF worth $1.06M as of Q2 2026.
  • Mariner sold 400 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $32.9K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1908 holding.
  • Mariner first reported a position in Invesco Biotechnology & Genome ETF in Q3 2016 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.