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
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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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: Q1 2025 in Review

Strategic Blueprint sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2025, closing a stake of 3,196 shares — an estimated $213K sold.

Strategic Blueprint first reported a position in PBE in Q2 2022 and held it in 11 quarters. The position peaked at $320K in Q4 2022. 94 funds tracked by Wall St. Rank hold PBE as of Q1 2025.

Strategic Blueprint reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2025 after selling out during the quarter.
Strategic Blueprint sold 3,196 Invesco Biotechnology & Genome ETF shares in Q1 2025, an estimated $213K.
Strategic Blueprint first reported a position in Invesco Biotechnology & Genome ETF in Q2 2022 and held it in 11 quarters.
Strategic Blueprint's Invesco Biotechnology & Genome ETF position peaked at $320K in Q4 2022.
94 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2025.

Based on Strategic Blueprint's 13F filing for Q1 2025, filed 29 Apr 2025.