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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Strategic Blueprint's PBE Position: Q2 2026 in Review

Strategic Blueprint opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q2 2026: 2,324 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Strategic Blueprint previously reported a position in PBE as recently as Q4 2024.

Strategic Blueprint first reported a position in PBE in Q2 2022 and has held it in 12 quarters since. The position peaked at $320K in Q4 2022. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

Strategic Blueprint held 2,324 shares of Invesco Biotechnology & Genome ETF worth $208K as of Q2 2026.
Invesco Biotechnology & Genome ETF was a new Strategic Blueprint position in Q2 2026.
Invesco Biotechnology & Genome ETF made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #665 holding.
Strategic Blueprint first reported a position in Invesco Biotechnology & Genome ETF in Q2 2022 and has held it in 12 quarters since.
Strategic Blueprint's Invesco Biotechnology & Genome ETF position peaked at $320K in Q4 2022.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.