Financial Engines Advisors
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Financial Engines Advisors’s Invesco Food & Beverage ETF PBJ Stock Holding History

Financial Engines Advisors’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
Q2 		– Sell
-210,828
Closed -$9.77M – 298
2023
Q1 		$9.77M Buy
+210,828
New +$9.61M 0.03% 76

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Qube Research & Technologies (QRT)
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RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Engines Advisors's PBJ Position: Q2 2023 in Review

Financial Engines Advisors sold out of Invesco Food & Beverage ETF (PBJ) in Q2 2023, closing a stake of 210,828 shares — an estimated $9.77M sold.

Financial Engines Advisors first reported a position in PBJ in Q1 2023 and held it in 1 quarter. The position peaked at $9.77M in Q1 2023. 92 funds tracked by Wall St. Rank hold PBJ as of Q2 2023.

  • Financial Engines Advisors reported no remaining Invesco Food & Beverage ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 210,828 Invesco Food & Beverage ETF shares in Q2 2023, an estimated $9.77M.
  • Financial Engines Advisors first reported a position in Invesco Food & Beverage ETF in Q1 2023 and held it in 1 quarter.
  • Financial Engines Advisors's Invesco Food & Beverage ETF position peaked at $9.77M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q2 2023.

Based on Financial Engines Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.