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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
Q2 		$1.59M Sell
17,784
-30
-0.2% -$2.47K 0.61% 57
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
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

Massachusetts Wealth Management's PBE Position: Q2 2026 in Review

Massachusetts Wealth Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.17% in Q2 2026, selling an estimated $2.47K and leaving 17,784 shares worth $1.59M. The position accounts for 0.61% of the portfolio, ranked #57.

Massachusetts Wealth Management first reported a position in PBE in Q4 2022 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Massachusetts Wealth Management held 17,784 shares of Invesco Biotechnology & Genome ETF worth $1.59M as of Q2 2026.
  • Massachusetts Wealth Management sold 30 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $2.47K.
  • Invesco Biotechnology & Genome ETF made up 0.61% of Massachusetts Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Massachusetts Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and has held it in 15 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.