Sowell Financial Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Sowell Financial Services’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 Q3	$298K	Buy	3,067 +134	+5%	+$12.6K	0.01%	912
2026 Q2	$263K	Hold	2,933	–	–	0.01%	931
2026 Q1	$232K	Sell	2,933 -47	-2%	-$3.8K	0.01%	950
2025 Q4	$245K	Hold	2,980	–	–	0.01%	921
2025 Q3	$208K	Buy	+2,980	New	+$201K	0.01%	991
2023 Q2	–	Sell	-3,819	Closed	-$240K	–	753
2023 Q1	$240K	Buy	+3,819	New	+$246K	0.02%	640

Other funds holding PBE

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Sowell Financial Services's PBE Position: Q3 2026 in Review

Sowell Financial Services increased its Invesco Biotechnology & Genome ETF (PBE) stake by 4.6% in Q3 2026, buying an estimated $12.6K and bringing the position to 3,067 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #912.

Sowell Financial Services first reported a position in PBE in Q1 2023 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

Sowell Financial Services held 3,067 shares of Invesco Biotechnology & Genome ETF worth $298K as of Q3 2026.
Sowell Financial Services bought 134 Invesco Biotechnology & Genome ETF shares in Q3 2026, an estimated $12.6K.
Invesco Biotechnology & Genome ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #912 holding.
Sowell Financial Services first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.