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 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner's PBE Position: Q1 2026 in Review

Mariner held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 12,220 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Mariner first reported a position in PBE in Q3 2016 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Mariner held 12,220 shares of Invesco Biotechnology & Genome ETF worth $968K as of Q1 2026.
Mariner left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1998 holding.
Mariner first reported a position in Invesco Biotechnology & Genome ETF in Q3 2016 and has held it in 5 quarters since.
Mariner's Invesco Biotechnology & Genome ETF position peaked at $1M in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.