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Signet Financial Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Signet Financial 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 		$261K Sell
3,295
-4
-0.1% -$323 0.03% 269
2025
Q4 		$271K Sell
3,299
-388
-11% -$30K 0.03% 258
2025
Q3 		$258K Sell
3,687
-664
-15% -$44.9K 0.03% 261
2025
Q2 		$279K Buy
4,351
+164
+4% +$10.2K 0.04% 249
2025
Q1 		$266K Sell
4,187
-175
-4% -$11.8K 0.04% 245
2024
Q4 		$290K Sell
4,362
-56
-1% -$3.86K 0.04% 232
2024
Q3 		$308K Sell
4,418
-70
-2% -$4.85K 0.04% 227
2024
Q2 		$291K Sell
4,488
-13
-0.3% -$823 0.04% 225
2024
Q1 		$291K Sell
4,501
-80
-2% -$5.21K 0.04% 229
2023
Q4 		$302K Sell
4,581
-487
-10% -$28.3K 0.05% 224
2023
Q3 		$289K Buy
5,068
+7
+0.1% +$427 0.05% 222
2023
Q2 		$310K Buy
5,061
+35
+0.7% +$2.18K 0.05% 226
2023
Q1 		$315K Buy
+5,026
New +$324K 0.05% 223
2016
Q1 		– Sell
-3,981
Closed -$201K – 199
2015
Q4 		$201K Sell
3,981
-1,850
-32% -$91.4K 0.04% 189
2015
Q3 		$267K Buy
5,831
+1,169
+25% +$65.3K 0.06% 146
2015
Q2 		$272K Buy
+4,662
New +$267K 0.06% 150

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Signet Financial Management's PBE Position: Q1 2026 in Review

Signet Financial Management reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.12% in Q1 2026, selling an estimated $323 and leaving 3,295 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #269.

Signet Financial Management first reported a position in PBE in Q2 2015 and has held it in 16 quarters since. The position peaked at $315K in Q1 2023. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Signet Financial Management held 3,295 shares of Invesco Biotechnology & Genome ETF worth $261K as of Q1 2026.
  • Signet Financial Management sold 4 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $323.
  • Invesco Biotechnology & Genome ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #269 holding.
  • Signet Financial Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2015 and has held it in 16 quarters since.
  • Signet Financial Management's Invesco Biotechnology & Genome ETF position peaked at $315K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.