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McIlrath & Eck’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

McIlrath & Eck’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 		$16.2K Hold
205
– – ﹤0.01% 893
2025
Q4 		$16.8K Hold
205
– – ﹤0.01% 559
2025
Q3 		$14.3K Hold
205
– – ﹤0.01% 567
2025
Q2 		$13.1K Hold
205
– – ﹤0.01% 552
2025
Q1 		$13K Hold
205
– – ﹤0.01% 565
2024
Q4 		$13.6K Hold
205
– – ﹤0.01% 565
2024
Q3 		$14.3K Hold
205
– – ﹤0.01% 557
2024
Q2 		$13.3K Hold
205
– – ﹤0.01% 553
2024
Q1 		$13.3K Hold
205
– – ﹤0.01% 557
2023
Q4 		$13.5K Hold
205
– – ﹤0.01% 498
2023
Q3 		$11.7K Hold
205
– – ﹤0.01% 519
2023
Q2 		$12.6K Hold
205
– – ﹤0.01% 516
2023
Q1 		$12.9K Hold
205
– – ﹤0.01% 499
2022
Q4 		$13K Hold
205
– – ﹤0.01% 484
2022
Q3 		$12K Hold
205
– – ﹤0.01% 497
2022
Q2 		$12K Hold
205
– – ﹤0.01% 481
2022
Q1 		$13K Hold
205
– – ﹤0.01% 490
2021
Q4 		$15K Hold
205
– – ﹤0.01% 472
2021
Q3 		$15K Hold
205
– – ﹤0.01% 456
2021
Q2 		$16K Hold
205
– – ﹤0.01% 435
2021
Q1 		$15K Hold
205
– – 0.01% 397
2020
Q4 		$14K Hold
205
– – 0.01% 360
2020
Q3 		$12K Hold
205
– – 0.01% 348
2020
Q2 		$12K Hold
205
– – 0.01% 328
2020
Q1 		$10K Hold
205
– – 0.01% 313
2019
Q4 		$11K Hold
205
– – 0.01% 361
2019
Q3 		$10K Hold
205
– – 0.01% 350
2019
Q2 		$11K Hold
205
– – 0.01% 311
2019
Q1 		$11K Hold
205
– – 0.01% 311
2018
Q4 		$10K Hold
205
– – 0.01% 277
2018
Q3 		$12K Hold
205
– – 0.01% 271
2018
Q2 		$11K Hold
205
– – 0.01% 267
2018
Q1 		$10K Hold
205
– – 0.01% 260
2017
Q4 		$10K Buy
+205
New +$9.61K 0.01% 280

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

McIlrath & Eck's PBE Position: Q1 2026 in Review

McIlrath & Eck held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 205 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

McIlrath & Eck first reported a position in PBE in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.8K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • McIlrath & Eck held 205 shares of Invesco Biotechnology & Genome ETF worth $16.2K as of Q1 2026.
  • McIlrath & Eck left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #893 holding.
  • McIlrath & Eck first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and has held it in 34 quarters since.
  • McIlrath & Eck's Invesco Biotechnology & Genome ETF position peaked at $16.8K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.