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Steward Partners Investment Advisory’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Steward Partners Investment Advisory’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 		$93.1K Sell
1,176
-74
-6% -$5.98K ﹤0.01% 2408
2025
Q4 		$103K Buy
1,250
+425
+52% +$32.9K ﹤0.01% 2276
2025
Q3 		$57.6K Hold
825
– – ﹤0.01% 2533
2025
Q2 		$52.9K Buy
825
+14
+2% +$867 ﹤0.01% 2447
2025
Q1 		$51.5K Buy
811
+229
+39% +$15.4K ﹤0.01% 2370
2024
Q4 		$38.7K Buy
582
+19
+3% +$1.31K ﹤0.01% 2469
2024
Q3 		$39.3K Hold
563
– – ﹤0.01% 2357
2024
Q2 		$36.5K Hold
563
– – ﹤0.01% 2252
2024
Q1 		$36.4K Hold
563
– – ﹤0.01% 2257
2023
Q4 		$37.1K Sell
563
-128
-19% -$7.44K ﹤0.01% 2120
2023
Q3 		$39.4K Hold
691
– – ﹤0.01% 2016
2023
Q2 		$42.3K Hold
691
– – ﹤0.01% 1948
2023
Q1 		$43.4K Sell
691
-6
-0.9% -$387 ﹤0.01% 1917
2022
Q4 		$44.3K Buy
697
+128
+22% +$8.12K ﹤0.01% 1887
2022
Q3 		$34K Hold
569
– – ﹤0.01% 1970
2022
Q2 		$33K Sell
569
-1,785
-76% -$103K ﹤0.01% 1994
2022
Q1 		$146K Sell
2,354
-11,931
-84% -$728K ﹤0.01% 1430
2021
Q4 		$1.02M Buy
14,285
+475
+3% +$34.4K 0.02% 682
2021
Q3 		$1.03M Buy
13,810
+403
+3% +$30.7K 0.02% 653
2021
Q2 		$1.04M Sell
13,407
-871
-6% -$64.7K 0.02% 651
2021
Q1 		$1.05M Buy
14,278
+620
+5% +$46.9K 0.02% 626
2020
Q4 		$958K Sell
13,658
-135
-1% -$8.55K 0.02% 570
2020
Q3 		$781K Buy
13,793
+894
+7% +$52.5K 0.02% 549
2020
Q2 		$752K Buy
12,899
+327
+3% +$17.8K 0.02% 527
2020
Q1 		$584K Buy
12,572
+1,810
+17% +$94.4K 0.02% 528
2019
Q4 		$601K Buy
10,762
+67
+0.6% +$3.49K 0.02% 582
2019
Q3 		$506K Buy
10,695
+213
+2% +$10.9K 0.02% 576
2019
Q2 		$560K Sell
10,482
-502
-5% -$26K 0.02% 529
2019
Q1 		$606K Sell
10,984
-1,769
-14% -$93.5K 0.03% 463
2018
Q4 		$600K Sell
12,753
-591
-4% -$30.4K 0.03% 443
2018
Q3 		$793K Hold
13,344
– – 0.04% 399
2018
Q2 		$730K Sell
13,344
-165
-1% -$8.39K 0.04% 371
2018
Q1 		$664K Buy
13,509
+659
+5% +$33.6K 0.05% 356
2017
Q4 		$606K Buy
12,850
+337
+3% +$15.8K 0.05% 325
2017
Q3 		$624K Buy
12,513
+200
+2% +$9.48K 0.06% 261
2017
Q2 		$562K Buy
12,313
+12,206
+11,407% +$527K 0.06% 254
2017
Q1 		$4K Buy
+107
New +$4.49K ﹤0.01% 1186

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

Steward Partners Investment Advisory's PBE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 5.9% in Q1 2026, selling an estimated $5.98K and leaving 1,176 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Steward Partners Investment Advisory first reported a position in PBE in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.05M in Q1 2021. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Steward Partners Investment Advisory held 1,176 shares of Invesco Biotechnology & Genome ETF worth $93.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 74 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $5.98K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2408 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Biotechnology & Genome ETF in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Invesco Biotechnology & Genome ETF position peaked at $1.05M in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.