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 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

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

Sowell Financial Services's PBE Position: Q1 2026 in Review

Sowell Financial Services reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 1.6% in Q1 2026, selling an estimated $3.8K and leaving 2,933 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #950.

Sowell Financial Services first reported a position in PBE in Q1 2023 and has held it in 4 quarters since. The position peaked at $245K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Sowell Financial Services held 2,933 shares of Invesco Biotechnology & Genome ETF worth $232K as of Q1 2026.
Sowell Financial Services sold 47 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $3.8K.
Invesco Biotechnology & Genome ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #950 holding.
Sowell Financial Services first reported a position in Invesco Biotechnology & Genome ETF in Q1 2023 and has held it in 4 quarters since.
Sowell Financial Services's Invesco Biotechnology & Genome ETF position peaked at $245K in Q4 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.