GRP
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Global Retirement Partners’s Invesco Food & Beverage ETF PBJ Stock Holding History

Global Retirement Partners’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
2025
Q4 		$7.66K Hold
171
– – ﹤0.01% 3267
2025
Q3 		$7.82K Buy
171
+1
+0.6% +$48 ﹤0.01% 2790
2025
Q2 		$8.04K Buy
+170
New +$7.97K ﹤0.01% 2712

Other funds holding PBJ

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $256M AUM 29.76% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's PBJ Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Food & Beverage ETF (PBJ) position steady in Q4 2025 at 171 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Global Retirement Partners first reported a position in PBJ in Q2 2025 and has held it in 3 quarters since. The position peaked at $8.04K in Q2 2025. 51 funds tracked by Wall St. Rank hold PBJ as of Q4 2025.

  • Global Retirement Partners held 171 shares of Invesco Food & Beverage ETF worth $7.66K as of Q4 2025.
  • Global Retirement Partners left its Invesco Food & Beverage ETF share count unchanged in Q4 2025.
  • Invesco Food & Beverage ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3267 holding.
  • Global Retirement Partners first reported a position in Invesco Food & Beverage ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Invesco Food & Beverage ETF position peaked at $8.04K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.