MEG
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Millstone Evans Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Millstone Evans Group’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 		$160K Hold
1,782
– – 0.09% 180
2026
Q1 		$141K Hold
1,782
– – 0.08% 184
2025
Q4 		$146K Hold
1,782
– – 0.09% 178
2025
Q3 		$125K Buy
1,782
+98
+6% +$6.62K 0.08% 186
2025
Q2 		$108K Hold
1,684
– – 0.07% 185
2025
Q1 		$107K Buy
1,684
+726
+76% +$48.8K 0.07% 187
2024
Q4 		$63.7K Buy
+958
New +$66K 0.04% 247

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
MWM
Massachusetts Wealth Management North Andover, Massachusetts $262M AUM 48.07% 1-Year Est. Return

Millstone Evans Group's PBE Position: Q2 2026 in Review

Millstone Evans Group held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 1,782 shares worth $160K. The position accounts for 0.09% of the portfolio, ranked #180.

Millstone Evans Group first reported a position in PBE in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Millstone Evans Group held 1,782 shares of Invesco Biotechnology & Genome ETF worth $160K as of Q2 2026.
  • Millstone Evans Group left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #180 holding.
  • Millstone Evans Group first reported a position in Invesco Biotechnology & Genome ETF in Q4 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.