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

YHB Investment 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
Q2 		$2.07M Sell
23,136
-1,250
-5% -$103K 0.13% 122
2026
Q1 		$1.93M Buy
24,386
+5
+0% +$404 0.14% 126
2025
Q4 		$2M Buy
24,381
+95
+0.4% +$7.35K 0.14% 125
2025
Q3 		$1.7M Buy
24,286
+30
+0.1% +$2.03K 0.12% 129
2025
Q2 		$1.55M Sell
24,256
-250
-1% -$15.5K 0.12% 135
2025
Q1 		$1.55M Hold
24,506
– – 0.13% 135
2024
Q4 		$1.63M Sell
24,506
-50
-0.2% -$3.45K 0.13% 131
2024
Q3 		$1.71M Sell
24,556
-50
-0.2% -$3.46K 0.14% 131
2024
Q2 		$1.59M Hold
24,606
– – 0.14% 133
2024
Q1 		$1.59M Buy
24,606
+1,851
+8% +$120K 0.14% 131
2023
Q4 		$1.5M Buy
22,755
+200
+0.9% +$11.6K 0.15% 128
2023
Q3 		$1.29M Sell
22,555
-500
-2% -$30.5K 0.12% 134
2023
Q2 		$1.41M Buy
23,055
+200
+0.9% +$12.5K 0.13% 133
2023
Q1 		$1.43M Buy
22,855
+105
+0.5% +$6.77K 0.14% 126
2022
Q4 		$1.44M Sell
22,750
-50
-0.2% -$3.17K 0.15% 123
2022
Q3 		$1.34M Buy
22,800
+80
+0.4% +$4.93K 0.15% 126
2022
Q2 		$1.31M Sell
22,720
-589
-3% -$33.9K 0.14% 130
2022
Q1 		$1.45M Buy
23,309
+1,784
+8% +$109K 0.13% 138
2021
Q4 		$1.53M Buy
21,525
+540
+3% +$39.1K 0.12% 150
2021
Q3 		$1.57M Buy
20,985
+140
+0.7% +$10.7K 0.14% 142
2021
Q2 		$1.61M Hold
20,845
– – 0.14% 140
2021
Q1 		$1.57M Buy
20,845
+600
+3% +$45.4K 0.14% 142
2020
Q4 		$1.42M Sell
20,245
-250
-1% -$15.8K 0.14% 140
2020
Q3 		$1.16M Sell
20,495
-3,550
-15% -$209K 0.13% 145
2020
Q2 		$1.4M Sell
24,045
-50
-0.2% -$2.72K 0.2% 93
2020
Q1 		$1.12M Hold
24,095
– – 0.19% 97
2019
Q4 		$1.35M Sell
24,095
-700
-3% -$36.5K 0.19% 96
2019
Q3 		$1.18M Sell
24,795
-600
-2% -$30.8K 0.18% 101
2019
Q2 		$1.36M Hold
25,395
– – 0.22% 100
2019
Q1 		$1.4M Hold
25,395
– – 0.22% 102
2018
Q4 		$1.2M Buy
25,395
+4,050
+19% +$208K 0.21% 102
2018
Q3 		$1.27M Buy
+21,345
New +$1.25M 0.19% 110
2018
Q2 		– Sell
-20,415
Closed -$1M – 185
2018
Q1 		$1M Sell
20,415
-250
-1% -$12.8K 0.17% 113
2017
Q4 		$975K Hold
20,665
– – 0.17% 110
2017
Q3 		$1.03M Sell
20,665
-4,500
-18% -$213K 0.18% 108
2017
Q2 		$1.15M Buy
25,165
+4,500
+22% +$194K 0.2% 103
2017
Q1 		$891K Hold
20,665
– – 0.17% 109
2016
Q4 		$802K Buy
20,665
+4,250
+26% +$172K 0.17% 110
2016
Q3 		$689K Sell
16,415
-4,500
-22% -$185K 0.17% 113
2016
Q2 		$774K Buy
20,915
+2,150
+11% +$84.3K 0.17% 108
2016
Q1 		$718K Sell
18,765
-5,700
-23% -$221K 0.19% 102
2015
Q4 		$1.24M Hold
24,465
– – 0.28% 90
2015
Q3 		$1.12M Hold
24,465
– – 0.26% 96
2015
Q2 		$1.43M Sell
24,465
-150
-0.6% -$8.58K 0.31% 91
2015
Q1 		$1.36M Hold
24,615
– – 0.3% 89
2014
Q4 		$1.24M Hold
24,615
– – 0.28% 93
2014
Q3 		$1.14M Hold
24,615
– – 0.27% 91
2014
Q2 		$1.08M Hold
24,615
– – 0.26% 93
2014
Q1 		$1.02M Hold
24,615
– – 0.26% 95
2013
Q4 		$912K Hold
24,615
– – 0.24% 99
2013
Q3 		$863K Hold
24,615
– – 0.26% 99
2013
Q2 		$711K Buy
+24,615
New +$700K 0.22% 104

Other funds holding PBE

PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

YHB Investment Advisors's PBE Position: Q2 2026 in Review

YHB Investment Advisors reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 5.1% in Q2 2026, selling an estimated $103K and leaving 23,136 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #122.

YHB Investment Advisors first reported a position in PBE in Q2 2013 and has held it in 52 quarters since. 23 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

  • YHB Investment Advisors held 23,136 shares of Invesco Biotechnology & Genome ETF worth $2.07M as of Q2 2026.
  • YHB Investment Advisors sold 1,250 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $103K.
  • Invesco Biotechnology & Genome ETF made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • YHB Investment Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2013 and has held it in 52 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.