Fortis Group Advisors’s Invesco Food & Beverage ETF PBJ Stock Holding History

Fortis Group 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
2026 Q1	$245K	Buy	+4,881	New	+$236K	0.04%	253

Other funds holding PBJ

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

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

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortis Group Advisors's PBJ Position: Q1 2026 in Review

Fortis Group Advisors opened a new position in Invesco Food & Beverage ETF (PBJ) in Q1 2026: 4,881 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

51 funds tracked by Wall St. Rank hold PBJ as of Q1 2026.

Fortis Group Advisors held 4,881 shares of Invesco Food & Beverage ETF worth $245K as of Q1 2026.
Invesco Food & Beverage ETF was a new Fortis Group Advisors position in Q1 2026.
Invesco Food & Beverage ETF made up 0.04% of Fortis Group Advisors's portfolio in Q1 2026, its #253 holding.
51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.