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

Parallel 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	–	Sell	-20	Closed	-$1.66K	–	3924
2025 Q4	$1.66K	Sell	20 -36	-64%	-$2.79K	﹤0.01%	3178
2025 Q3	$3.92K	Sell	56 -31	-36%	-$2.1K	﹤0.01%	2872
2025 Q2	$5.57K	Buy	87 +31	+55%	+$1.92K	﹤0.01%	2702
2025 Q1	$3.54K	Buy	56 +1	+2%	+$67	﹤0.01%	2800
2024 Q4	$3.71K	Hold	55	–	–	﹤0.01%	2750
2024 Q3	$3.9K	Sell	55 -1	-2%	-$69	﹤0.01%	2700
2024 Q2	$3.62K	Hold	56	–	–	﹤0.01%	2624
2024 Q1	$3.61K	Hold	56	–	–	﹤0.01%	2623
2023 Q4	$3.67K	Buy	56 +1	+2%	+$58	﹤0.01%	2613
2023 Q3	$3.18K	Sell	55 -691	-93%	-$42.1K	﹤0.01%	2666
2023 Q2	$45.8K	Buy	+746	New	+$46.5K	﹤0.01%	1436

Other funds holding PBE

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Parallel Advisors's PBE Position: Q1 2026 in Review

Parallel Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 20 shares — an estimated $1.66K sold.

Parallel Advisors first reported a position in PBE in Q2 2023 and held it in 11 quarters. The position peaked at $45.8K in Q2 2023. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Parallel Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Parallel Advisors sold 20 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $1.66K.
Parallel Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2023 and held it in 11 quarters.
Parallel Advisors's Invesco Biotechnology & Genome ETF position peaked at $45.8K in Q2 2023.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.