IFWM
PBJ icon

Institute for Wealth Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

Institute for 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
Q2 		$7.12K Buy
+151
New +$7.34K ﹤0.01% 1398
2020
Q1 		– Sell
-151
Closed -$5K – 585
2019
Q4 		$5K Buy
+151
New +$5.13K ﹤0.01% 635

Other funds holding PBJ

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Institute for Wealth Management's PBJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Food & Beverage ETF (PBJ) in Q2 2026: 151 shares worth $7.12K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PBJ as recently as Q4 2019.

Institute for Wealth Management first reported a position in PBJ in Q4 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold PBJ as of Q2 2026.

  • Institute for Wealth Management held 151 shares of Invesco Food & Beverage ETF worth $7.12K as of Q2 2026.
  • Invesco Food & Beverage ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Food & Beverage ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1398 holding.
  • Institute for Wealth Management first reported a position in Invesco Food & Beverage ETF in Q4 2019 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.