AWM
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Abound Wealth Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

Abound Wealth Management’s Portfolio PBJ Stock Details PBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.43K Hold
200
– – ﹤0.01% 477
2026
Q1 		$9.79K Hold
200
– – ﹤0.01% 559
2025
Q4 		$8.96K Hold
200
– – ﹤0.01% 524
2025
Q3 		$9.17K Hold
200
– – ﹤0.01% 511
2025
Q2 		$9.46K Hold
200
– – ﹤0.01% 455
2025
Q1 		$9.19K Hold
200
– – ﹤0.01% 419
2024
Q4 		$9.3K Hold
200
– – ﹤0.01% 396
2024
Q3 		$9.67K Hold
200
– – ﹤0.01% 416
2024
Q2 		$9.13K Hold
200
– – ﹤0.01% 386
2024
Q1 		$9.74K Hold
200
– – ﹤0.01% 382
2023
Q4 		$9.17K Hold
200
– – ﹤0.01% 384
2023
Q3 		$8.47K Hold
200
– – ﹤0.01% 365
2023
Q2 		$9.09K Hold
200
– – ﹤0.01% 357
2023
Q1 		$9.27K Hold
200
– – ﹤0.01% 294
2022
Q4 		$9.13K Hold
200
– – ﹤0.01% 271
2022
Q3 		$8.4K Buy
+200
New +$9.04K ﹤0.01% 289

Other funds holding PBJ

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abound Wealth Management's PBJ Position: Q2 2026 in Review

Abound Wealth Management held its Invesco Food & Beverage ETF (PBJ) position steady in Q2 2026 at 200 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Abound Wealth Management first reported a position in PBJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.79K in Q1 2026. 5 funds tracked by Wall St. Rank hold PBJ as of Q2 2026.

  • Abound Wealth Management held 200 shares of Invesco Food & Beverage ETF worth $9.43K as of Q2 2026.
  • Abound Wealth Management left its Invesco Food & Beverage ETF share count unchanged in Q2 2026.
  • Invesco Food & Beverage ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Abound Wealth Management first reported a position in Invesco Food & Beverage ETF in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Invesco Food & Beverage ETF position peaked at $9.79K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.