Massachusetts Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Massachusetts Wealth 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	$1.41M	Sell	17,814 -105	-0.6%	-$8.49K	0.61%	61
2025 Q4	$1.47M	Sell	17,919 -425	-2%	-$32.9K	0.68%	59
2025 Q3	$1.28M	Sell	18,344 -50	-0.3%	-$3.38K	0.64%	64
2025 Q2	$1.18M	Buy	18,394 +190	+1%	+$11.8K	0.67%	60
2025 Q1	$1.15M	Sell	18,204 -210	-1%	-$14.1K	0.79%	52
2024 Q4	$1.23M	Buy	18,414 +230	+1%	+$15.9K	0.76%	54
2024 Q3	$1.27M	Buy	18,184 +1,240	+7%	+$85.8K	0.8%	54
2024 Q2	$1.1M	Buy	16,944 +2,245	+15%	+$142K	0.74%	53
2024 Q1	$951K	Buy	14,699 +2,509	+21%	+$163K	0.67%	60
2023 Q4	$803K	Buy	12,190 +3,200	+36%	+$186K	0.65%	59
2023 Q3	$513K	Sell	8,990 -350	-4%	-$21.3K	0.47%	66
2023 Q2	$572K	Buy	9,340 +675	+8%	+$42.1K	0.55%	60
2023 Q1	$544K	Sell	8,665 -450	-5%	-$29K	0.56%	59
2022 Q4	$609K	Buy	+9,115	New	+$578K	0.59%	58

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

Massachusetts Wealth Management's PBE Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.59% in Q1 2026, selling an estimated $8.49K and leaving 17,814 shares worth $1.41M. The position accounts for 0.61% of the portfolio, ranked #61.

Massachusetts Wealth Management first reported a position in PBE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Massachusetts Wealth Management held 17,814 shares of Invesco Biotechnology & Genome ETF worth $1.41M as of Q1 2026.
Massachusetts Wealth Management sold 105 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $8.49K.
Invesco Biotechnology & Genome ETF made up 0.61% of Massachusetts Wealth Management's portfolio in Q1 2026, its #61 holding.
Massachusetts Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $1.47M in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.