WA
PBE icon

Waverly Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Waverly 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 		– Sell
-282
Closed -$23.2K – 1658
2025
Q4 		$23.2K Buy
+282
New +$21.8K ﹤0.01% 1457

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

Waverly Advisors's PBE Position: Q1 2026 in Review

Waverly Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 282 shares — an estimated $23.2K sold.

Waverly Advisors first reported a position in PBE in Q4 2025 and held it in 1 quarter. The position peaked at $23.2K in Q4 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • Waverly Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 282 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $23.2K.
  • Waverly Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2025 and held it in 1 quarter.
  • Waverly Advisors's Invesco Biotechnology & Genome ETF position peaked at $23.2K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

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