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

IFP 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 		$2.45K Sell
50
-200
-80% -$9.65K ﹤0.01% 3883
2025
Q4 		$11.2K Hold
250
– – ﹤0.01% 2999
2025
Q3 		$11.5K Hold
250
– – ﹤0.01% 2838
2025
Q2 		$11.8K Hold
250
– – ﹤0.01% 2824
2025
Q1 		$11.5K Sell
250
-50
-17% -$2.32K ﹤0.01% 2538
2024
Q4 		$13.9K Hold
300
– – ﹤0.01% 2409
2024
Q3 		$14.5K Buy
300
+200
+200% +$9.29K ﹤0.01% 2286
2024
Q2 		$4.56K Hold
100
– – ﹤0.01% 2592
2024
Q1 		$4.87K Hold
100
– – ﹤0.01% 2461
2023
Q4 		$4.59K Sell
100
-612
-86% -$26.4K ﹤0.01% 2456
2023
Q3 		$30.2K Buy
712
+50
+8% +$2.23K ﹤0.01% 1767
2023
Q2 		$30.1K Buy
662
+109
+20% +$5.05K ﹤0.01% 1828
2023
Q1 		$18.5K Sell
553
-401
-42% -$18.3K ﹤0.01% 2052
2022
Q4 		$33K Buy
954
+25
+3% +$1.15K ﹤0.01% 2533
2022
Q3 		$32K Buy
929
+51
+6% +$2.31K ﹤0.01% 2723
2022
Q2 		$30K Hold
878
– – ﹤0.01% 2530
2022
Q1 		$30K Buy
878
+778
+778% +$34.9K ﹤0.01% 2530
2021
Q4 		$4K Buy
+100
New +$4.32K ﹤0.01% 2586
2019
Q1 		– Sell
-350
Closed -$10K – 3112
2018
Q4 		$10K Hold
350
– – ﹤0.01% 2513
2018
Q3 		$11K Buy
+350
New +$11.6K ﹤0.01% 2805
2016
Q4 		– Sell
-3
Closed – – 4086
2016
Q3 		$0 Hold
3
– – ﹤0.01% 3996
2016
Q2 		$0 Buy
+3
New +$98 ﹤0.01% 4001
2016
Q1 		– Sell
-3
Closed – – 3103
2015
Q4 		$0 Buy
+3
New +$98 ﹤0.01% 3772

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

IFP Advisors's PBJ Position: Q1 2026 in Review

IFP Advisors reduced its Invesco Food & Beverage ETF (PBJ) stake by 80% in Q1 2026, selling an estimated $9.65K and leaving 50 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3883.

IFP Advisors first reported a position in PBJ in Q4 2015 and has held it in 23 quarters since. The position peaked at $33K in Q4 2022. 51 funds tracked by Wall St. Rank hold PBJ as of Q1 2026.

  • IFP Advisors held 50 shares of Invesco Food & Beverage ETF worth $2.45K as of Q1 2026.
  • IFP Advisors sold 200 Invesco Food & Beverage ETF shares in Q1 2026, an estimated $9.65K.
  • Invesco Food & Beverage ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3883 holding.
  • IFP Advisors first reported a position in Invesco Food & Beverage ETF in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's Invesco Food & Beverage ETF position peaked at $33K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.