Northwestern Mutual Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $170K | Sell |
2,145
-190
| -8% | -$15.4K | ﹤0.01% | 1979 |
|
|
2025
Q4 | $192K | Sell |
2,335
-1,365
| -37% | -$106K | ﹤0.01% | 1885 |
|
|
2025
Q3 | $259K | Sell |
3,700
-29
| -0.8% | -$1.96K | ﹤0.01% | 1694 |
|
|
2025
Q2 | $239K | Sell |
3,729
-79
| -2% | -$4.89K | ﹤0.01% | 1656 |
|
|
2025
Q1 | $242K | Buy |
3,808
+948
| +33% | +$63.8K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $190K | Buy |
2,860
+20
| +0.7% | +$1.38K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $198K | Hold |
2,840
| – | – | ﹤0.01% | 1620 |
|
|
2024
Q2 | $184K | Buy |
2,840
+100
| +4% | +$6.33K | ﹤0.01% | 1588 |
|
|
2024
Q1 | $177K | Sell |
2,740
-479
| -15% | -$31.2K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $212K | Buy |
3,219
+392
| +14% | +$22.8K | ﹤0.01% | 1491 |
|
|
2023
Q3 | $161K | Buy |
2,827
+35
| +1% | +$2.13K | ﹤0.01% | 1530 |
|
|
2023
Q2 | $171K | Hold |
2,792
| – | – | ﹤0.01% | 1524 |
|
|
2023
Q1 | $175K | Hold |
2,792
| – | – | ﹤0.01% | 1484 |
|
|
2022
Q4 | $177K | Sell |
2,792
-60
| -2% | -$3.81K | ﹤0.01% | 1458 |
|
|
2022
Q3 | $168K | Buy |
2,852
+2,122
| +291% | +$131K | ﹤0.01% | 1448 |
|
|
2022
Q2 | $42K | Hold |
730
| – | – | ﹤0.01% | 1983 |
|
|
2022
Q1 | $45K | Buy |
730
+167
| +30% | +$10.2K | ﹤0.01% | 1998 |
|
|
2021
Q4 | $41K | Sell |
563
-135
| -19% | -$9.77K | ﹤0.01% | 2051 |
|
|
2021
Q3 | $52K | Buy |
698
+79
| +13% | +$6.02K | ﹤0.01% | 1891 |
|
|
2021
Q2 | $48K | Sell |
619
-217
| -26% | -$16.1K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $62K | Buy |
836
+627
| +300% | +$47.4K | ﹤0.01% | 1655 |
|
|
2020
Q4 | $15K | Hold |
209
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q3 | $12K | Hold |
209
| – | – | ﹤0.01% | 1946 |
|
|
2020
Q2 | $12K | Buy |
209
+93
| +80% | +$5.07K | ﹤0.01% | 1862 |
|
|
2020
Q1 | $5K | Sell |
116
-381
| -77% | -$19.9K | ﹤0.01% | 2077 |
|
|
2019
Q4 | $28K | Buy |
497
+381
| +328% | +$19.9K | ﹤0.01% | 1642 |
|
|
2019
Q3 | $5K | Hold |
116
| – | – | ﹤0.01% | 2105 |
|
|
2019
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q1 | $6K | Hold |
116
| – | – | ﹤0.01% | 2102 |
|
|
2018
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 2044 |
|
|
2018
Q3 | $7K | Sell |
116
-176
| -60% | -$10.3K | ﹤0.01% | 2034 |
|
|
2018
Q2 | $16K | Buy |
+292
| New | +$14.8K | ﹤0.01% | 1674 |
|
|
2017
Q2 | – | Sell |
-276
| Closed | -$12K | – | 2123 |
|
|
2017
Q1 | $12K | Buy |
+276
| New | +$11.6K | ﹤0.01% | 1491 |
|
|
2015
Q3 | – | Sell |
-77
| Closed | -$4K | – | 1789 |
|
|
2015
Q2 | $4K | Buy |
+77
| New | +$4.4K | ﹤0.01% | 1163 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5K | – | 1736 |
|
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1295 |
|
|
2014
Q3 | $5K | Buy |
+100
| New | +$4.5K | ﹤0.01% | 1034 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$23K | – | 1450 |
|
|
2013
Q2 | $23K | Buy |
+800
| New | +$22.7K | ﹤0.01% | 685 |
|
Other funds holding PBE
UCFA
GKWIM
YIA
Northwestern Mutual Wealth Management's PBE Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 8.1% in Q1 2026, selling an estimated $15.4K and leaving 2,145 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.
Northwestern Mutual Wealth Management first reported a position in PBE in Q2 2013 and has held it in 37 quarters since. The position peaked at $259K in Q3 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.
- Northwestern Mutual Wealth Management held 2,145 shares of Invesco Biotechnology & Genome ETF worth $170K as of Q1 2026.
- Northwestern Mutual Wealth Management sold 190 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $15.4K.
- Invesco Biotechnology & Genome ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1979 holding.
- Northwestern Mutual Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and has held it in 37 quarters since.
- Northwestern Mutual Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $259K in Q3 2025.
- 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.