Wealth Enhancement Advisory Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Wealth Enhancement Advisory Services’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	-4,562	Closed	-$383K	–	3800
2025 Q4	$383K	Sell	4,562 -189	-4%	-$14.6K	﹤0.01%	2701
2025 Q3	$342K	Hold	4,751	–	–	﹤0.01%	2667
2025 Q2	$312K	Sell	4,751 -2,491	-34%	-$154K	﹤0.01%	2606
2025 Q1	$459K	Buy	7,242 +3,176	+78%	+$214K	﹤0.01%	2127
2024 Q4	$271K	Buy	4,066 +390	+11%	+$26.9K	﹤0.01%	2459
2024 Q3	$257K	Hold	3,676	–	–	﹤0.01%	2277
2024 Q2	$238K	Hold	3,676	–	–	﹤0.01%	2155
2024 Q1	$238K	Hold	3,676	–	–	﹤0.01%	2079
2023 Q4	$242K	Sell	3,676 -1,849	-33%	-$108K	﹤0.01%	1981
2023 Q3	$315K	Buy	+5,525	New	+$337K	﹤0.01%	1712

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

Wealth Enhancement Advisory Services's PBE Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2026, closing a stake of 4,562 shares — an estimated $383K sold.

Wealth Enhancement Advisory Services first reported a position in PBE in Q3 2023 and held it in 10 quarters. The position peaked at $459K in Q1 2025. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,562 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $383K.
Wealth Enhancement Advisory Services first reported a position in Invesco Biotechnology & Genome ETF in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Invesco Biotechnology & Genome ETF position peaked at $459K in Q1 2025.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.