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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
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
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

Moneta Group Investment Advisors's PBE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 3.7% in Q1 2026, selling an estimated $8.08K and leaving 2,618 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Moneta Group Investment Advisors first reported a position in PBE in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Moneta Group Investment Advisors held 2,618 shares of Invesco Biotechnology & Genome ETF worth $207K as of Q1 2026.
  • Moneta Group Investment Advisors sold 100 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $8.08K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #763 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and has held it in 2 quarters since.
  • Moneta Group Investment Advisors's Invesco Biotechnology & Genome ETF position peaked at $223K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.