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McGuire Capital Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

McGuire Capital Advisors’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 		$4.03K Hold
45
– – ﹤0.01% 603
2026
Q1 		$3.56K Hold
45
– – ﹤0.01% 577
2025
Q4 		$3.7K Buy
+45
New +$3.48K ﹤0.01% 577

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

McGuire Capital Advisors's PBE Position: Q2 2026 in Review

McGuire Capital Advisors held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 45 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

McGuire Capital Advisors first reported a position in PBE in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • McGuire Capital Advisors held 45 shares of Invesco Biotechnology & Genome ETF worth $4.03K as of Q2 2026.
  • McGuire Capital Advisors left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #603 holding.
  • McGuire Capital Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.