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
2025 Q4	$136K	Buy	+1,659	New	+$128K	﹤0.01%	721

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SageView Advisory Group's PBE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q4 2025: 1,659 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings.

108 funds tracked by Wall St. Rank hold PBE as of Q4 2025.

SageView Advisory Group held 1,659 shares of Invesco Biotechnology & Genome ETF worth $136K as of Q4 2025.
Invesco Biotechnology & Genome ETF was a new SageView Advisory Group position in Q4 2025.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #721 holding.
108 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.