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Disclosery

PBE INVESCO EXCHANGE TRADED FD T

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BIOTECHNOLOGY (fund)

95 managers (95 13F filers) reported a position in PBE shares at 2025-03-31, 1,323,151 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
95
13F filers
95
New
4
Added
16
Reduced
31
Sold out
6
Shares held by filers
1,323,151

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gerber Kawasaki Wealth & Investment Man…243,959$15.5M0.7%+20,39113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,853$12.2M<0.01%-3,18713F-HRTimelineGroup
LPL Financial LLC82,764$5.25M<0.01%-9,34113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,402$4.78M<0.01%+13,76713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG73,230$4.65M<0.01%-2,44613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72,611$4.61M<0.01%-1,69313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,951$4.18M<0.01%-3,02213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,657$2.39M<0.01%+2,10313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,241$2.04M<0.01%+6,23913F-HRTimeline
YHB Investment Advisors, Inc.24,506$1.55M0.13%013F-HRTimeline
One Capital Management, LLC23,863$1.51M0.05%-27613F-HRTimeline
Cetera Investment Advisers21,118$1.34M<0.01%-1,99213F-HRTimeline
Institute for Wealth Management, LLC.20,768$1.32M0.17%013F-HRTimeline
Penobscot Investment Management Company…19,450$1.23M0.12%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,436$1.17M<0.01%-1,25813F-HRTimelineGroup
Massachusetts Wealth Management18,204$1.15M0.79%-21013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,899$1.14M0.03%-4,46613F-HRTimelineGroup
Creative Planningin group Creative Planning17,398$1.1M<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\16,500$1.05M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC15,701$996K0.02%013F-HRTimeline
IHT Wealth Management, LLC15,552$987K0.03%+4,35213F-HRTimeline
Abbot Financial Management, Inc.13,200$837K0.43%-15013F-HRTimeline
Newman Dignan & Sheerar, Inc.10,872$690K0.19%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$634K<0.01%-1913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,096$577K<0.01%-9,78213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,589$545K<0.01%-51913F-HRTimelineGroup
Farther Finance Advisors, LLC8,616$535K0.01%+6,20113F-HRTimeline
INVESTMENT HOUSE LLC7,980$506K0.03%013F-HRTimeline
Dakota Wealth Management7,970$506K0.01%-1,10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,847$498K<0.01%-3,76113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,774$493K<0.01%+7,12413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,242$459K<0.01%+3,17613F-HRTimeline
HighTower Advisors, LLC6,862$435K<0.01%-19113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,860$435K<0.01%-22913F-HRTimelineGroup
Joel Isaacson & Co., LLC6,730$427K0.02%013F-HRTimeline
Pacific Sun Financial Corp6,043$383K0.22%-25013F-HRTimeline
Janney Montgomery Scott LLC5,424$344K<0.01%+60413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,275$335K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,217$331K0.02%-96013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,158$327K<0.01%-10,98113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,100$324K0.02%013F-HRTimeline
VestGen Advisors, LLC5,050$320K0.01%13F-HRTimeline
Archford Capital Strategies, LLC4,542$288K0.04%-5413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,419$280K0.02%-89413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,187$266K0.04%-17513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,900$247K<0.01%-20013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,864$245K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,808$242K<0.01%+94813F-HRTimelineGroup
Capital Market Strategies LLC3,727$236K0.16%013F-HRTimeline
CWM, LLCin group CWM, LLC3,430$218K<0.01%+113F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$216K0.02%new13F-HRTimeline
GeoWealth Management, LLC2,992$190K0.01%-7,25413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,486$159K<0.01%+17113F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,860$118K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,715$109K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,684$107K0.07%+72613F-HRTimeline
WEBSTER BANK, N. A.1,670$106K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…811$51.5K<0.01%+22913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/730$46.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.718$45.6K<0.01%013F-HRTimeline
First PREMIER Bank670$43K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$42.1K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.611$38.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC604$38.3K0.01%+10413F-HRTimeline
AE Wealth Management LLC600$38.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC600$38.1K<0.01%-6713F-HRTimelineGroup
NewEdge Advisors, LLC537$34.1K<0.01%-2713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise530$34K<0.01%13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT516$32.8K<0.01%013F-HRTimeline
Hemington Wealth Management434$27K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$25.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…397$25.2K<0.01%-5813F-HRTimelineGroup
Financial Perspectives, Inc350$22.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.385$21.6K<0.01%-1,00013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC325$20.6K<0.01%013F-HRTimelineGroup
Promus Capital, LLC282$17.9K0.01%013F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC228$14.5K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC213$13.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC205$13K<0.01%013F-HRTimeline
TSFG, LLC200$13K<0.01%013F-HRTimeline
COMERICA BANK203$12.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$12.7K<0.01%013F-HRTimelineGroup
Financial Avengers, Inc.200$12.7K0.01%013F-HR/ATimeline
First Horizon Advisors, Inc.156$9.91K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC164$9.89K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$9.52K<0.01%013F-HRTimeline
MAI Capital Management125$7.93K<0.01%013F-HRTimeline
Tidemark, LLC91$5.77K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…70$4.44K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC56$3.54K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC49$3.11K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.33K<0.01%013F-HRTimeline
Robbins Farley3$191<0.01%-19113F-HRTimeline
North Capital, Inc.2$127<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.