SageView Advisory Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,659	Closed	-$136K	–	1877
2025 Q4	$136K	Buy	+1,659	New	+$128K	﹤0.01%	721

Other funds holding PBE

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's PBE Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 1,659 shares — an estimated $136K sold.

SageView Advisory Group first reported a position in PBE in Q4 2025 and held it in 1 quarter. The position peaked at $136K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

SageView Advisory Group reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,659 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $136K.
SageView Advisory Group first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Invesco Biotechnology & Genome ETF position peaked at $136K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.