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Disclosery

PBE INVESCO EXCHANGE TRADED FD T

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BIOTECHNOLOGY (fund)

98 managers (98 13F filers) reported a position in PBE shares at 2025-09-30, 978,160 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
98
13F filers
98
New
8
Added
19
Reduced
36
Sold out
2
Shares held by filers
978,160

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY97,986$6.85M<0.01%-93,18713F-HR/ATimelineGroup
LPL Financial LLC92,687$6.48M<0.01%+15,79213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,095$5.95M0.04%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG72,025$5.03M<0.01%-3,95813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,918$4.19M<0.01%+1,45313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,403$3.31M<0.01%-24,47413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,186$3.3M<0.01%-24,54313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…46,137$3.22M0.11%-208,03513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,002$1.75M<0.01%-2,32513F-HRTimeline
YHB Investment Advisors, Inc.24,286$1.7M0.12%+3013F-HRTimeline
Cetera Investment Advisers21,995$1.54M<0.01%+1,59713F-HRTimeline
Institute for Wealth Management, LLC.20,768$1.45M0.15%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,723$1.38M<0.01%+1,40813F-HRTimelineGroup
Penobscot Investment Management Company…19,450$1.36M0.1%013F-HRTimeline
Massachusetts Wealth Management18,344$1.28M0.64%-5013F-HRTimeline
NewEdge Wealth, LLC15,701$1.21M0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,500$1.15M<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC14,784$1.03M0.03%-55513F-HRTimeline
Abbot Financial Management, Inc.12,425$868K0.37%-30013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,219$854K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,916$833K0.02%-3,41713F-HRTimelineGroup
One Capital Management, LLC10,200$713K0.02%-2,63013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$699K<0.01%013F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.9,772$683K0.15%-70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,415$646K<0.01%-2613F-HRTimelineGroup
Farther Finance Advisors, LLC8,676$606K0.01%+11913F-HRTimeline
INVESTMENT HOUSE LLC8,580$599K0.03%+1,10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,078$564K<0.01%+14113F-HRTimelineGroup
RFG Advisory, LLC7,934$554K0.01%+3,25013F-HRTimeline
HighTower Advisors, LLC6,887$481K<0.01%+113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,839$478K<0.01%-13513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,918$414K<0.01%-5213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,358$367K<0.01%-2613F-HRTimelineGroup
Pacific Sun Financial Corp5,185$362K0.18%-43313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,100$356K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,751$342K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,725$330K0.01%013F-HRTimeline
VestGen Advisors, LLC4,684$327K0.01%-2013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,647$325K0.02%-24013F-HRTimelineGroup
Janney Montgomery Scott LLC4,342$303K<0.01%-73813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,700$259K<0.01%-2913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,700$259K<0.01%-39,48813F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,687$258K0.03%-66413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$238K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC3,314$232K<0.01%-11713F-HRTimelineGroup
Dakota Wealth Management3,200$224K<0.01%-1,70113F-HR/ATimeline
Archford Capital Strategies, LLC3,189$223K0.03%-48013F-HRTimeline
Creative Planningin group Creative Planning3,160$221K<0.01%-6313F-HRTimelineGroup
Joel Isaacson & Co., LLC3,025$211K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,000$210K<0.01%-86513F-HRTimelineGroup
Sowell Financial Services LLC2,980$208K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,953$206K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC2,621$183K0.01%-21113F-HRTimeline
Glenmede Investment Management, LP1,860$130K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,782$125K0.08%+9813F-HRTimeline
WEBSTER BANK, N. A.1,670$117K0.01%013F-HRTimeline
Advisory Services Network, LLC1,173$82K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,151$80K<0.01%-56413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,000$69.9K<0.01%+60013F-HRTimeline
NewEdge Advisors, LLC883$61.7K<0.01%+34213F-HRTimeline
Allworth Financial LP850$59.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…825$57.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/730$51K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.696$48.6K<0.01%-613F-HRTimeline
First PREMIER Bank670$47K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$46.3K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.611$42.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC607$42.4K<0.01%+213F-HRTimeline
AE Wealth Management LLC600$41.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC600$41.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV584$40.8K<0.01%-2,38713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…574$40.1K<0.01%+24513F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise530$37K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT516$36.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$34.9K<0.01%-113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.485$33.9K<0.01%+10013F-HRTimelineGroup
FMR LLCin group FMR LLC467$32.6K<0.01%-3813F-HRTimelineGroup
Hemington Wealth Management434$30K<0.01%013F-HRTimeline
Financial Perspectives, Inc350$24.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC325$22.7K<0.01%013F-HRTimelineGroup
LOM Asset Management Ltd300$21K0.01%013F-HRTimeline
Promus Capital, LLC282$19.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC213$14.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC205$14.3K<0.01%013F-HRTimeline
COMERICA BANK203$14.2K<0.01%013F-HRTimeline
Financial Avengers, Inc.201$14K0.01%+113F-HRTimeline
TSFG, LLC200$14K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/177$12.3K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC165$12.1K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$10.5K<0.01%013F-HRTimeline
MAI Capital Management125$8.73K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$6.99K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC56$3.92K<0.01%-3113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…50$3.49K<0.01%-2013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.47K<0.01%013F-HRTimeline
Robbins Farley3$210<0.01%013F-HRTimeline
North Capital, Inc.3$210<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.