BFWM
PBJ icon

Bright Futures Wealth Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

Bright Futures 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
Q1 		– Sell
-13,217
Closed -$592K – 203
2025
Q4 		$592K Buy
+13,217
New +$593K 0.44% 75

Other funds holding PBJ

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bright Futures Wealth Management's PBJ Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2026, closing a stake of 13,217 shares — an estimated $592K sold.

Bright Futures Wealth Management first reported a position in PBJ in Q4 2025 and held it in 1 quarter. The position peaked at $592K in Q4 2025. 51 funds tracked by Wall St. Rank hold PBJ as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Invesco Food & Beverage ETF position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 13,217 Invesco Food & Beverage ETF shares in Q1 2026, an estimated $592K.
  • Bright Futures Wealth Management first reported a position in Invesco Food & Beverage ETF in Q4 2025 and held it in 1 quarter.
  • Bright Futures Wealth Management's Invesco Food & Beverage ETF position peaked at $592K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.