Q3 Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Q3 Asset Management’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	-17,429	Closed	-$1.43M	–	82
2025 Q4	$1.43M	Buy	+17,429	New	+$1.35M	0.33%	31

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

Q3 Asset Management's PBE Position: Q1 2026 in Review

Q3 Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 17,429 shares — an estimated $1.43M sold.

Q3 Asset Management first reported a position in PBE in Q4 2025 and held it in 1 quarter. The position peaked at $1.43M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Q3 Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Q3 Asset Management sold 17,429 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $1.43M.
Q3 Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and held it in 1 quarter.
Q3 Asset Management's Invesco Biotechnology & Genome ETF position peaked at $1.43M in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Q3 Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.