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

NewEdge 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 		$58.1K Sell
648
-443
-41% -$36.5K ﹤0.01% 3092
2026
Q1 		$86.4K Buy
1,091
+48
+5% +$3.88K ﹤0.01% 2796
2025
Q4 		$85.7K Buy
1,043
+160
+18% +$12.4K ﹤0.01% 2809
2025
Q3 		$61.7K Buy
883
+342
+63% +$23.1K ﹤0.01% 2767
2025
Q2 		$34.7K Buy
541
+4
+0.7% +$248 ﹤0.01% 2773
2025
Q1 		$34.1K Sell
537
-27
-5% -$1.82K ﹤0.01% 2678
2024
Q4 		$37.5K Sell
564
-52
-8% -$3.58K ﹤0.01% 2621
2024
Q3 		$43K Sell
616
-158
-20% -$10.9K ﹤0.01% 2486
2024
Q2 		$50.2K Buy
774
+238
+44% +$15.1K ﹤0.01% 2345
2024
Q1 		$34.7K Buy
536
+159
+42% +$10.3K ﹤0.01% 2429
2023
Q4 		$24.8K Buy
377
+20
+6% +$1.16K ﹤0.01% 2492
2023
Q3 		$20.4K Buy
357
+89
+33% +$5.43K ﹤0.01% 2378
2023
Q2 		$16.4K Buy
268
+175
+188% +$10.9K ﹤0.01% 2435
2023
Q1 		$5.84K Sell
93
-497
-84% -$32K ﹤0.01% 2728
2022
Q4 		$31.6K Buy
+590
New +$37.4K ﹤0.01% 1938

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

NewEdge Advisors's PBE Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 41% in Q2 2026, selling an estimated $36.5K and leaving 648 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

NewEdge Advisors first reported a position in PBE in Q4 2022 and has held it in 15 quarters since. The position peaked at $86.4K in Q1 2026. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • NewEdge Advisors held 648 shares of Invesco Biotechnology & Genome ETF worth $58.1K as of Q2 2026.
  • NewEdge Advisors sold 443 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $36.5K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3092 holding.
  • NewEdge Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Invesco Biotechnology & Genome ETF position peaked at $86.4K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.