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AMJ Financial Wealth Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

AMJ Financial 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
2023
Q1 		– Sell
-5,870
Closed -$268K – 67
2022
Q4 		$268K Buy
+5,870
New +$270K 0.16% 47

Other funds holding PBJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AMJ Financial Wealth Management's PBJ Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2023, closing a stake of 5,870 shares — an estimated $268K sold.

AMJ Financial Wealth Management first reported a position in PBJ in Q4 2022 and held it in 1 quarter. The position peaked at $268K in Q4 2022. 97 funds tracked by Wall St. Rank hold PBJ as of Q1 2023.

  • AMJ Financial Wealth Management reported no remaining Invesco Food & Beverage ETF position as of Q1 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 5,870 Invesco Food & Beverage ETF shares in Q1 2023, an estimated $268K.
  • AMJ Financial Wealth Management first reported a position in Invesco Food & Beverage ETF in Q4 2022 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Invesco Food & Beverage ETF position peaked at $268K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.