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

Summit 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	$261K	Buy	+3,295	New	+$266K	﹤0.01%	1249

Other funds holding PBE

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

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

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

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial's PBE Position: Q1 2026 in Review

Summit Financial opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q1 2026: 3,295 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Summit Financial held 3,295 shares of Invesco Biotechnology & Genome ETF worth $261K as of Q1 2026.
Invesco Biotechnology & Genome ETF was a new Summit Financial position in Q1 2026.
Invesco Biotechnology & Genome ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1249 holding.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.