Moneta Group Investment Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Moneta Group Investment 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	$264K	Buy	2,942 +324	+12%	+$26.7K	﹤0.01%	730
2026 Q1	$207K	Sell	2,618 -100	-4%	-$8.08K	﹤0.01%	763
2025 Q4	$223K	Buy	+2,718	New	+$210K	﹤0.01%	736

Other funds holding PBE

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Moneta Group Investment Advisors's PBE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Invesco Biotechnology & Genome ETF (PBE) stake by 12% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,942 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Moneta Group Investment Advisors first reported a position in PBE in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Moneta Group Investment Advisors held 2,942 shares of Invesco Biotechnology & Genome ETF worth $264K as of Q2 2026.
Moneta Group Investment Advisors bought 324 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $26.7K.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #730 holding.
Moneta Group Investment Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.