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Pacific Sun Financial’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Pacific Sun Financial’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 		$381K Sell
4,807
-40
-0.8% -$3.23K 0.18% 148
2025
Q4 		$398K Sell
4,847
-338
-7% -$26.2K 0.19% 140
2025
Q3 		$362K Sell
5,185
-433
-8% -$29.3K 0.18% 145
2025
Q2 		$360K Sell
5,618
-425
-7% -$26.3K 0.19% 138
2025
Q1 		$383K Sell
6,043
-250
-4% -$16.8K 0.22% 131
2024
Q4 		$419K Sell
6,293
-475
-7% -$32.7K 0.23% 122
2024
Q3 		$473K Sell
6,768
-225
-3% -$15.6K 0.26% 114
2024
Q2 		$453K Sell
6,993
-260
-4% -$16.5K 0.27% 113
2024
Q1 		$469K Sell
7,253
-265
-4% -$17.2K 0.27% 113
2023
Q4 		$495K Sell
7,518
-530
-7% -$30.8K 0.31% 101
2023
Q3 		$459K Sell
8,048
-297
-4% -$18.1K 0.32% 100
2023
Q2 		$524K Buy
+8,345
New +$521K 0.35% 91
2022
Q4 		$530K Sell
8,345
-215
-3% -$13.6K 0.37% 84
2022
Q3 		$505K Sell
8,560
-150
-2% -$9.24K 0.35% 88
2022
Q2 		$503K Sell
8,710
-150
-2% -$8.64K 0.33% 98
2022
Q1 		$550K Sell
8,860
-115
-1% -$7.02K 0.3% 100
2021
Q4 		$639K Sell
8,975
-100
-1% -$7.24K 0.34% 89
2021
Q3 		$679K Buy
+9,075
New +$692K 0.39% 79
2020
Q3 		$567K Buy
10,020
+315
+3% +$18.5K 0.47% 71
2020
Q2 		$565K Buy
9,705
+15
+0.2% +$817 0.51% 67
2020
Q1 		$451K Sell
9,690
-160
-2% -$8.35K 0.52% 69
2019
Q4 		$550K Sell
9,850
-635
-6% -$33.1K 0.48% 73
2019
Q3 		$497K Sell
10,485
-325
-3% -$16.7K 0.47% 77
2019
Q2 		$579K Buy
+10,810
New +$561K 0.55% 64
2018
Q2 		$752K Sell
12,882
-100
-0.8% -$5.08K 0.77% 48
2018
Q1 		$639K Buy
+12,982
New +$662K 0.84% 45

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

Pacific Sun Financial's PBE Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.83% in Q1 2026, selling an estimated $3.23K and leaving 4,807 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #148.

Pacific Sun Financial first reported a position in PBE in Q1 2018 and has held it in 26 quarters since. The position peaked at $752K in Q2 2018. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Pacific Sun Financial held 4,807 shares of Invesco Biotechnology & Genome ETF worth $381K as of Q1 2026.
  • Pacific Sun Financial sold 40 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $3.23K.
  • Invesco Biotechnology & Genome ETF made up 0.18% of Pacific Sun Financial's portfolio in Q1 2026, its #148 holding.
  • Pacific Sun Financial first reported a position in Invesco Biotechnology & Genome ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Invesco Biotechnology & Genome ETF position peaked at $752K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.