Strategic Blueprint’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Strategic Blueprint’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	$226K	Buy	2,325 +1	+0%	+$94	0.01%	629
2026 Q2	$208K	Buy	+2,324	New	+$191K	0.01%	665
2025 Q1	–	Sell	-3,196	Closed	-$213K	–	716
2024 Q4	$213K	Hold	3,196	–	–	0.01%	625
2024 Q3	$223K	Sell	3,196 -1,505	-32%	-$104K	0.01%	595
2024 Q2	$305K	Sell	4,701 -121	-3%	-$7.66K	0.02%	491
2024 Q1	$312K	Buy	4,822 +22	+0.5%	+$1.43K	0.02%	485
2023 Q4	$316K	Hold	4,800	–	–	0.03%	437
2023 Q3	$274K	Sell	4,800 -176	-4%	-$10.7K	0.03%	432
2023 Q2	$305K	Hold	4,976	–	–	0.03%	419
2023 Q1	$312K	Sell	4,976 -58	-1%	-$3.74K	0.03%	402
2022 Q4	$320K	Hold	5,034	–	–	0.04%	378
2022 Q3	$297K	Hold	5,034	–	–	0.04%	371
2022 Q2	$291K	Buy	+5,034	New	+$290K	0.04%	381

Other funds holding PBE

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Strategic Blueprint's PBE Position: Q3 2026 in Review

Strategic Blueprint increased its Invesco Biotechnology & Genome ETF (PBE) stake by 0.04% in Q3 2026, buying an estimated $94 and bringing the position to 2,325 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #629.

Strategic Blueprint first reported a position in PBE in Q2 2022 and has held it in 13 quarters since. The position peaked at $320K in Q4 2022. 81 funds tracked by Wall St. Rank hold PBE as of Q3 2026.

Strategic Blueprint held 2,325 shares of Invesco Biotechnology & Genome ETF worth $226K as of Q3 2026.
Strategic Blueprint bought 1 Invesco Biotechnology & Genome ETF share in Q3 2026, an estimated $94.
Invesco Biotechnology & Genome ETF made up 0.01% of Strategic Blueprint's portfolio in Q3 2026, its #629 holding.
Strategic Blueprint first reported a position in Invesco Biotechnology & Genome ETF in Q2 2022 and has held it in 13 quarters since.
Strategic Blueprint's Invesco Biotechnology & Genome ETF position peaked at $320K in Q4 2022.
81 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.