Western Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Western Wealth 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 Q1	$222K	Buy	2,809 +78	+3%	+$6.3K	0.01%	888
2025 Q4	$224K	Buy	+2,731	New	+$211K	0.01%	766
2022 Q4	–	Sell	-4,390	Closed	-$258K	–	750
2022 Q3	$258K	Hold	4,390	–	–	0.01%	671
2022 Q2	$254K	Hold	4,390	–	–	0.01%	663
2022 Q1	$272K	Buy	+4,390	New	+$268K	0.01%	703

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

Western Wealth Management's PBE Position: Q1 2026 in Review

Western Wealth Management increased its Invesco Biotechnology & Genome ETF (PBE) stake by 2.9% in Q1 2026, buying an estimated $6.3K and bringing the position to 2,809 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #888.

Western Wealth Management first reported a position in PBE in Q1 2022 and has held it in 5 quarters since. The position peaked at $272K in Q1 2022. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

Western Wealth Management held 2,809 shares of Invesco Biotechnology & Genome ETF worth $222K as of Q1 2026.
Western Wealth Management bought 78 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $6.3K.
Invesco Biotechnology & Genome ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #888 holding.
Western Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2022 and has held it in 5 quarters since.
Western Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $272K in Q1 2022.
100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.