SWP
PBE icon

Stratos Wealth Partners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Stratos Wealth Partners’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 		$251K Hold
3,165
– – ﹤0.01% 1424
2025
Q4 		$260K Buy
+3,165
New +$245K ﹤0.01% 1366
2024
Q4 		– Sell
-2,907
Closed -$203K – 1516
2024
Q3 		$203K Buy
+2,907
New +$201K ﹤0.01% 1337
2024
Q1 		– Sell
-3,157
Closed -$208K – 1440
2023
Q4 		$208K Buy
+3,157
New +$184K ﹤0.01% 1258
2023
Q1 		– Sell
-3,263
Closed -$207K – 1193
2022
Q4 		$207K Buy
+3,263
New +$207K 0.01% 1031
2022
Q3 		– Sell
-3,848
Closed -$222K – 1203
2022
Q2 		$222K Sell
3,848
-108
-3% -$6.22K 0.01% 1047
2022
Q1 		$245K Sell
3,956
-369
-9% -$22.5K 0.01% 1075
2021
Q4 		$308K Sell
4,325
-356
-8% -$25.8K 0.01% 990
2021
Q3 		$350K Sell
4,681
-197
-4% -$15K 0.01% 895
2021
Q2 		$377K Sell
4,878
-600
-11% -$44.6K 0.01% 876
2021
Q1 		$404K Buy
5,478
+605
+12% +$45.8K 0.01% 779
2020
Q4 		$342K Buy
4,873
+567
+13% +$35.9K 0.01% 806
2020
Q3 		$244K Hold
4,306
– – 0.01% 856
2020
Q2 		$251K Sell
4,306
-228
-5% -$12.4K 0.01% 825
2020
Q1 		$211K Sell
4,534
-325
-7% -$17K 0.01% 801
2019
Q4 		$271K Buy
4,859
+56
+1% +$2.92K 0.01% 788
2019
Q3 		$228K Buy
4,803
+22
+0.5% +$1.13K 0.01% 833
2019
Q2 		$256K Sell
4,781
-155
-3% -$8.04K 0.01% 788
2019
Q1 		$272K Hold
4,936
– – 0.01% 754
2018
Q4 		$232K Buy
4,936
+4,027
+443% +$207K 0.01% 752
2018
Q3 		$54K Buy
+909
New +$53K ﹤0.01% 1418
2018
Q2 		– Sell
-934
Closed -$46K – 2099
2018
Q1 		$46K Sell
934
-75
-7% -$3.83K ﹤0.01% 1623
2017
Q4 		$48K Buy
+1,009
New +$47.3K ﹤0.01% 1531

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

Stratos Wealth Partners's PBE Position: Q1 2026 in Review

Stratos Wealth Partners held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q1 2026 at 3,165 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Stratos Wealth Partners first reported a position in PBE in Q4 2017 and has held it in 23 quarters since. The position peaked at $404K in Q1 2021. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Stratos Wealth Partners held 3,165 shares of Invesco Biotechnology & Genome ETF worth $251K as of Q1 2026.
  • Stratos Wealth Partners left its Invesco Biotechnology & Genome ETF share count unchanged in Q1 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1424 holding.
  • Stratos Wealth Partners first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and has held it in 23 quarters since.
  • Stratos Wealth Partners's Invesco Biotechnology & Genome ETF position peaked at $404K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.