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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 2025-06-30, 1,279,366 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
95
13F filers
95
New
3
Added
15
Reduced
36
Sold out
5
Shares held by filers
1,279,366

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…254,172$16.3M0.63%+10,21313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY191,173$12.3M<0.01%-1,68013F-HRTimelineGroup
LPL Financial LLC76,895$4.93M<0.01%-5,86913F-HRTimeline
UBS Group AGin group UBS Group AG75,983$4.87M<0.01%+2,75313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,877$4.61M<0.01%-3,52513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,729$4.6M<0.01%-88213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,465$3.75M<0.01%-7,48613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,188$2.77M<0.01%+5,53113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,327$1.75M<0.01%-4,91413F-HRTimeline
YHB Investment Advisors, Inc.24,256$1.55M0.12%-25013F-HRTimeline
Institute for Wealth Management, LLC.20,768$1.33M0.15%013F-HRTimeline
Cetera Investment Advisers20,398$1.31M<0.01%-72013F-HRTimeline
Penobscot Investment Management Company…19,450$1.25M0.11%013F-HRTimeline
Massachusetts Wealth Management18,394$1.18M0.66%+19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,315$1.17M<0.01%-12113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\16,500$1.06M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC15,701$1.02M0.02%013F-HRTimeline
IHT Wealth Management, LLC15,339$983K0.03%-21313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,333$983K0.03%-2,56613F-HRTimelineGroup
One Capital Management, LLC12,830$822K0.03%-11,03313F-HRTimeline
Abbot Financial Management, Inc.12,725$816K0.38%-47513F-HRTimeline
Mariner, LLCin group Mariner, LLC12,219$783K<0.01%new13F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.10,472$671K0.15%-40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$641K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,441$605K<0.01%+85213F-HR/ATimelineGroup
Farther Finance Advisors, LLC8,557$549K0.01%-5913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,937$509K<0.01%-1,15913F-HRTimelineGroup
INVESTMENT HOUSE LLC7,480$479K0.02%-50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,974$447K<0.01%-87313F-HRTimelineGroup
HighTower Advisors, LLC6,886$441K<0.01%+2413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,498$417K<0.01%+1,34013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,970$383K<0.01%-89013F-HRTimelineGroup
Pacific Sun Financial Corp5,618$360K0.19%-42513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,384$347K<0.01%+2,89813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,100$327K0.02%013F-HRTimeline
Janney Montgomery Scott LLC5,080$326K<0.01%-34413F-HRTimeline
Dakota Wealth Management4,901$314K0.01%-3,06913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,887$313K0.02%-33013F-HRTimelineGroup
VestGen Advisors, LLC4,704$313K0.01%-34613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,751$312K<0.01%-2,49113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,725$303K0.01%-55013F-HRTimeline
RFG Advisory, LLC4,684$300K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,351$279K0.04%+16413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,865$248K<0.01%+113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,729$239K<0.01%-7913F-HRTimelineGroup
Archford Capital Strategies, LLC3,669$235K0.03%-87313F-HRTimeline
Capital Market Strategies LLC3,627$232K0.16%-10013F-HRTimeline
CWM, LLCin group CWM, LLC3,431$220K<0.01%+113F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$218K0.02%013F-HRTimeline
Creative Planningin group Creative Planning3,223$207K<0.01%-14,17513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,971$190K0.01%-1,44813F-HRTimeline
GeoWealth Management, LLC2,832$182K0.01%-16013F-HRTimeline
Glenmede Investment Management, LP1,860$119K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,715$110K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,684$108K0.07%013F-HRTimeline
WEBSTER BANK, N. A.1,670$107K0.01%013F-HRTimeline
Allworth Financial LP850$54.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…825$52.9K<0.01%+1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/730$46.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.702$45K<0.01%-1613F-HRTimeline
First PREMIER Bank670$43K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$42.5K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.611$39.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC605$38.8K<0.01%+113F-HRTimeline
AE Wealth Management LLC600$38.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC600$38.5K<0.01%13F-HRTimeline
NewEdge Advisors, LLC541$34.7K<0.01%+413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise530$34K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT516$33.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC505$32.4K<0.01%-9513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO501$32.2K<0.01%-7,27313F-HRTimelineGroup
Hemington Wealth Management434$27K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$25.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.385$24.7K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc350$22.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…329$21.1K<0.01%-6813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC325$20.8K<0.01%013F-HRTimelineGroup
LOM Asset Management Ltd300$19K0.01%13F-HR/ATimeline
Promus Capital, LLC282$18.1K0.01%013F-HR/ATimeline
SIGNATUREFD, LLC213$13.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC205$13.1K<0.01%013F-HRTimeline
COMERICA BANK203$13K<0.01%013F-HRTimeline
TSFG, LLC200$13K<0.01%013F-HRTimeline
Financial Avengers, Inc.200$12.8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$12.8K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC164$10.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.156$10K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$9.62K<0.01%013F-HRTimeline
MAI Capital Management125$8.01K<0.01%013F-HRTimeline
Parallel Advisors, LLC87$5.57K<0.01%+3113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…70$4.49K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.35K<0.01%013F-HRTimeline
Robbins Farley3$193<0.01%013F-HRTimeline
North Capital, Inc.2$128<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.