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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
Q2 		$249K Sell
2,778
-517
-16% -$42.6K ﹤0.01% 1417
2026
Q1 		$261K Buy
+3,295
New +$266K ﹤0.01% 1249

Other funds holding PBE

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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

Summit Financial's PBE Position: Q2 2026 in Review

Summit Financial reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 16% in Q2 2026, selling an estimated $42.6K and leaving 2,778 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Summit Financial first reported a position in PBE in Q1 2026 and has held it in 2 quarters since. The position peaked at $261K in Q1 2026. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Summit Financial held 2,778 shares of Invesco Biotechnology & Genome ETF worth $249K as of Q2 2026.
  • Summit Financial sold 517 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $42.6K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1417 holding.
  • Summit Financial first reported a position in Invesco Biotechnology & Genome ETF in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's Invesco Biotechnology & Genome ETF position peaked at $261K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.