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Triumph Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Triumph Capital Management’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 		$3.05K Hold
34
– – ﹤0.01% 1492
2026
Q1 		$2.69K Hold
34
– – ﹤0.01% 1489
2025
Q4 		$2.79K Buy
+34
New +$2.63K ﹤0.01% 1412

Other funds holding PBE

YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCMG
Connecticut Capital Management Group Milford, Connecticut $124M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Triumph Capital Management's PBE Position: Q2 2026 in Review

Triumph Capital Management held its Invesco Biotechnology & Genome ETF (PBE) position steady in Q2 2026 at 34 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Triumph Capital Management first reported a position in PBE in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • Triumph Capital Management held 34 shares of Invesco Biotechnology & Genome ETF worth $3.05K as of Q2 2026.
  • Triumph Capital Management left its Invesco Biotechnology & Genome ETF share count unchanged in Q2 2026.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1492 holding.
  • Triumph Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.