Public ownership evidence

Invesco Biotechnology & Genome ETF (PBE) Ownership Disclosures

Read PBE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Biotechnology & Genome ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-09-30
Available
2026-08-27
Reported shares
3,200
Value (USD)
$223,584
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001605
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PBE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PBE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-09-302026-08-273,200$223,584None
Envision Financial Transparency, LLC2026-06-302026-08-224,488$371,245None
Financial Avengers, Inc.2026-06-302026-08-20204$18,293None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18104,341$9,354,171None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1545$4,034None
Prestige Wealth Management Group LLC2026-06-302026-08-1570$6,276None
Western Wealth Management, LLC2026-06-302026-08-152,813$252,167None
IFG Advisory, LLC2026-06-302026-08-15827$74,102None
OSAIC HOLDINGS, INC.2026-06-302026-08-15336$30,079None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,305$834,222None
JANE STREET GROUP, LLC2026-06-302026-08-154,712$422,424None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,073$723,733None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1510,186$913,562None
ROYAL BANK OF CANADA2026-06-302026-08-1550$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-1549,538$4,441,000None
ROYAL BANK OF CANADA2026-06-302026-08-15900$81,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-152,942$263,746None
CITADEL ADVISORS LLC2026-06-302026-08-154,999$448,153None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-153,400$304,805None
GOLDMAN SACHS GROUP INC2026-06-302026-08-154,024$360,746None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,344$389,474None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,746$515,121None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1531,186$2,795,778None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,372$660,900None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1513,314$1,193,587None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1543,976$3,942,341None
Silver Grove Financial Group, Inc.2026-06-302026-08-149$807None
CreativeOne Wealth, LLC2026-06-302026-08-1410,031$899,234None
CreativeOne Wealth, LLC2026-06-302026-08-14862$77,250None
Rockefeller Capital Management L.P.2026-06-302026-08-1410,000$896,486None
Rockefeller Capital Management L.P.2026-06-302026-08-14673$60,382None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,176$105,427None
UBS Group AG2026-06-302026-08-1468,097$6,104,828None
One Capital Management, LLC2026-06-302026-08-149,314$737,482None
Mariner, LLC2026-06-302026-08-1411,820$1,059,644None
Creative Planning2026-06-302026-08-144,295$384,996None
Dana Investment Advisors, Inc.2026-06-302026-08-142,400$215,157None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-14516$46,292None
Ameritas Investment Partners, Inc.2026-06-302026-08-1450$4,482None
MORGAN STANLEY2026-06-302026-08-14148,165$13,282,840None
MORGAN STANLEY2026-06-302026-08-14333$29,883None
FMR LLC2026-06-302026-08-141,407$126,121None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$90None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13300$26,895None
Integrated Wealth Concepts LLC2026-06-302026-08-13942$84,487None
Cetera Investment Advisers2026-06-302026-08-1325,760$2,309,389None
Baird Financial Group, Inc.2026-06-302026-08-133,000$268,946None
Aptus Capital Advisors, LLC2026-06-302026-08-13315$28,239None
NewEdge Advisors, LLC2026-06-302026-08-13648$58,063None
Summit Financial, LLC2026-06-302026-08-132,778$249,006None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Envision Financial Transparency, LLC ↗Financial Avengers, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗MCGUIRE CAPITAL ADVISORS INC ↗Prestige Wealth Management Group LLC ↗Western Wealth Management, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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