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

Stifel Financial’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 		$349K Sell
4,410
-1,999
-31% -$162K ﹤0.01% 3082
2025
Q4 		$526K Sell
6,409
-430
-6% -$33.3K ﹤0.01% 2828
2025
Q3 		$478K Sell
6,839
-135
-2% -$9.12K ﹤0.01% 2842
2025
Q2 		$447K Sell
6,974
-873
-11% -$54.1K ﹤0.01% 2840
2025
Q1 		$498K Sell
7,847
-3,761
-32% -$253K ﹤0.01% 2689
2024
Q4 		$772K Sell
11,608
-1,457
-11% -$100K ﹤0.01% 2419
2024
Q3 		$912K Sell
13,065
-224
-2% -$15.5K ﹤0.01% 2294
2024
Q2 		$861K Sell
13,289
-508
-4% -$32.2K ﹤0.01% 2261
2024
Q1 		$893K Buy
13,797
+4
+0% +$260 ﹤0.01% 2255
2023
Q4 		$908K Sell
13,793
-2,059
-13% -$120K ﹤0.01% 2200
2023
Q3 		$904K Sell
15,852
-2,283
-13% -$139K ﹤0.01% 2107
2023
Q2 		$1.11M Sell
18,135
-243
-1% -$15.2K ﹤0.01% 2019
2023
Q1 		$1.15M Sell
18,378
-1,141
-6% -$73.5K ﹤0.01% 1949
2022
Q4 		$1.24M Sell
19,519
-495
-2% -$31.4K ﹤0.01% 1841
2022
Q3 		$1.18M Sell
20,014
-179
-0.9% -$11K ﹤0.01% 1851
2022
Q2 		$1.17M Buy
20,193
+203
+1% +$11.7K ﹤0.01% 1887
2022
Q1 		$1.24M Buy
19,990
+263
+1% +$16K ﹤0.01% 1951
2021
Q4 		$1.41M Sell
19,727
-9,451
-32% -$684K ﹤0.01% 1868
2021
Q3 		$2.18M Buy
29,178
+8,644
+42% +$659K ﹤0.01% 1517
2021
Q2 		$1.59M Buy
20,534
+6,794
+49% +$505K ﹤0.01% 1768
2021
Q1 		$1.01M Buy
13,740
+671
+5% +$50.7K ﹤0.01% 1980
2020
Q4 		$917K Buy
13,069
+351
+3% +$22.2K ﹤0.01% 1908
2020
Q3 		$720K Buy
12,718
+382
+3% +$22.4K ﹤0.01% 1856
2020
Q2 		$719K Buy
12,336
+2,333
+23% +$127K ﹤0.01% 1776
2020
Q1 		$466K Buy
10,003
+46
+0.5% +$2.4K ﹤0.01% 1906
2019
Q4 		$556K Sell
9,957
-1,299
-12% -$67.7K ﹤0.01% 2184
2019
Q3 		$530K Sell
11,256
-494
-4% -$25.3K ﹤0.01% 2137
2019
Q2 		$623K Sell
11,750
-7,400
-39% -$384K ﹤0.01% 2091
2019
Q1 		$1.06M Sell
19,150
-2,626
-12% -$139K ﹤0.01% 1617
2018
Q4 		$1.02M Buy
21,776
+5,578
+34% +$287K ﹤0.01% 1507
2018
Q3 		$965K Sell
16,198
-1,453
-8% -$84.8K ﹤0.01% 1696
2018
Q2 		$965K Sell
17,651
-1,283
-7% -$65.2K ﹤0.01% 1639
2018
Q1 		$929K Buy
18,934
+2,353
+14% +$120K ﹤0.01% 1612
2017
Q4 		$782K Buy
16,581
+1,551
+10% +$72.7K ﹤0.01% 1665
2017
Q3 		$747K Buy
15,030
+1,069
+8% +$50.7K ﹤0.01% 1653
2017
Q2 		$639K Sell
13,961
-134,939
-91% -$5.83M ﹤0.01% 1740
2017
Q1 		$6.3M Buy
148,900
+138,942
+1,395% +$5.82M 0.02% 618
2016
Q4 		$386K Sell
9,958
-5,400
-35% -$218K ﹤0.01% 1909
2016
Q3 		$644K Sell
15,358
-4,357
-22% -$179K ﹤0.01% 1584
2016
Q2 		$730K Buy
19,715
+12,459
+172% +$489K ﹤0.01% 1532
2016
Q1 		$278K Sell
7,256
-20,210
-74% -$785K ﹤0.01% 1852
2015
Q4 		$1.39M Sell
27,466
-20,150
-42% -$996K 0.01% 1145
2015
Q3 		$2.18M Buy
47,616
+1,969
+4% +$110K 0.01% 869
2015
Q2 		$2.65M Buy
45,647
+2,406
+6% +$138K 0.01% 851
2015
Q1 		$2.38M Buy
43,241
+1,116
+3% +$60.3K 0.01% 870
2014
Q4 		$2.11M Buy
42,125
+14,298
+51% +$700K 0.01% 885
2014
Q3 		$1.29M Sell
27,827
-998
-3% -$45K 0.01% 982
2014
Q2 		$1.26M Buy
28,825
+5,229
+22% +$212K 0.01% 991
2014
Q1 		$982K Buy
+23,596
New +$1.01M 0.01% 1087

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

Stifel Financial's PBE Position: Q1 2026 in Review

Stifel Financial reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 31% in Q1 2026, selling an estimated $162K and leaving 4,410 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Stifel Financial first reported a position in PBE in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.3M in Q1 2017. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Stifel Financial held 4,410 shares of Invesco Biotechnology & Genome ETF worth $349K as of Q1 2026.
  • Stifel Financial sold 1,999 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $162K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3082 holding.
  • Stifel Financial first reported a position in Invesco Biotechnology & Genome ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Invesco Biotechnology & Genome ETF position peaked at $6.3M in Q1 2017.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.