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Prestige Wealth Management Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Prestige Wealth Management Group’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 		$6.28K Hold
70
– – ﹤0.01% 531
2026
Q1 		$5.54K Hold
70
– – ﹤0.01% 536
2025
Q4 		$5.75K Buy
+70
New +$5.42K ﹤0.01% 541

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

Prestige Wealth Management Group's PBE Position: Q2 2026 in Review

Prestige Wealth Management Group held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 70 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Prestige Wealth Management Group first reported a position in PBE in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Prestige Wealth Management Group held 70 shares of Invesco Biotechnology & Genome ETF worth $6.28K as of Q2 2026.
  • Prestige Wealth Management Group left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #531 holding.
  • Prestige Wealth Management Group first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.