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United Capital Financial Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

United Capital Financial Advisors’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 		$8.08M Sell
101,985
-222
-0.2% -$17.9K 0.05% 271
2025
Q4 		$8.4M Buy
102,207
+17,112
+20% +$1.32M 0.05% 274
2025
Q3 		$5.95M Buy
+85,095
New +$5.75M 0.04% 274
2022
Q1 		– Sell
-2,962
Closed -$211K – 1203
2021
Q4 		$211K Hold
2,962
– – ﹤0.01% 1138
2021
Q3 		$222K Hold
2,962
– – ﹤0.01% 1106
2021
Q2 		$229K Hold
2,962
– – ﹤0.01% 1120
2021
Q1 		$219K Hold
2,962
– – ﹤0.01% 1089
2020
Q4 		$208K Buy
+2,962
New +$188K ﹤0.01% 1118
2020
Q3 		– Sell
-4,462
Closed -$260K – 1213
2020
Q2 		$260K Hold
4,462
– – ﹤0.01% 1028
2020
Q1 		$207K Sell
4,462
-612
-12% -$31.9K ﹤0.01% 1063
2019
Q4 		$283K Buy
5,074
+277
+6% +$14.4K ﹤0.01% 1160
2019
Q3 		$227K Buy
4,797
+271
+6% +$13.9K ﹤0.01% 1155
2019
Q2 		$242K Hold
4,526
– – ﹤0.01% 1298
2019
Q1 		$250K Sell
4,526
-100
-2% -$5.29K ﹤0.01% 1197
2018
Q4 		$218K Buy
4,626
+100
+2% +$5.14K ﹤0.01% 1171
2018
Q3 		$269K Sell
4,526
-275
-6% -$16K ﹤0.01% 1153
2018
Q2 		$263K Buy
4,801
+275
+6% +$14K ﹤0.01% 1133
2018
Q1 		$223K Hold
4,526
– – ﹤0.01% 1204
2017
Q4 		$213K Buy
+4,526
New +$212K ﹤0.01% 1222

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's PBE Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 0.22% in Q1 2026, selling an estimated $17.9K and leaving 101,985 shares worth $8.08M. The position accounts for 0.05% of the portfolio, ranked #271.

United Capital Financial Advisors first reported a position in PBE in Q4 2017 and has held it in 19 quarters since. The position peaked at $8.4M in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • United Capital Financial Advisors held 101,985 shares of Invesco Biotechnology & Genome ETF worth $8.08M as of Q1 2026.
  • United Capital Financial Advisors sold 222 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $17.9K.
  • Invesco Biotechnology & Genome ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #271 holding.
  • United Capital Financial Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Invesco Biotechnology & Genome ETF position peaked at $8.4M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

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