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

NewEdge Wealth’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	$1.23M	Sell	13,772 -1,929	-12%	-$159K	0.01%	604
2026 Q1	$1.24M	Hold	15,701	–	–	0.01%	563
2025 Q4	$1.29M	Hold	15,701	–	–	0.01%	566
2025 Q3	$1.21M	Hold	15,701	–	–	0.02%	515
2025 Q2	$1.02M	Hold	15,701	–	–	0.02%	526
2025 Q1	$996K	Hold	15,701	–	–	0.02%	488
2024 Q4	$1.04M	Hold	15,701	–	–	0.02%	471
2024 Q3	$1.1M	Hold	15,701	–	–	0.02%	457
2024 Q2	$1.02M	Hold	15,701	–	–	0.02%	418
2024 Q1	$998K	Buy	15,701 +637	+4%	+$41.5K	0.02%	430
2023 Q4	$992K	Buy	+15,064	New	+$876K	0.03%	401

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

NewEdge Wealth's PBE Position: Q2 2026 in Review

NewEdge Wealth reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 12% in Q2 2026, selling an estimated $159K and leaving 13,772 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #604.

NewEdge Wealth first reported a position in PBE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2025. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

NewEdge Wealth held 13,772 shares of Invesco Biotechnology & Genome ETF worth $1.23M as of Q2 2026.
NewEdge Wealth sold 1,929 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $159K.
Invesco Biotechnology & Genome ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #604 holding.
NewEdge Wealth first reported a position in Invesco Biotechnology & Genome ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Invesco Biotechnology & Genome ETF position peaked at $1.29M in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.