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

Kingsview 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 Q1	–	Sell	-341,433	Closed	-$15.3M	–	1397
2025 Q4	$15.3M	Sell	341,433 -6,490	-2%	-$291K	0.22%	89
2025 Q3	$16M	Buy	+347,923	New	+$16.5M	0.24%	80
2024 Q4	–	Sell	-140,126	Closed	-$6.78M	–	1163
2024 Q3	$6.78M	Buy	+140,126	New	+$6.51M	0.14%	155
2023 Q3	–	Sell	-12,581	Closed	-$572K	–	986
2023 Q2	$572K	Buy	12,581 +7,153	+132%	+$331K	0.02%	558
2023 Q1	$252K	Buy	+5,428	New	+$247K	0.01%	772

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

Kingsview Wealth Management's PBJ Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2026, closing a stake of 341,433 shares — an estimated $15.3M sold.

Kingsview Wealth Management first reported a position in PBJ in Q1 2023 and held it in 5 quarters. The position peaked at $16M in Q3 2025. 51 funds tracked by Wall St. Rank hold PBJ as of Q1 2026.

Kingsview Wealth Management reported no remaining Invesco Food & Beverage ETF position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 341,433 Invesco Food & Beverage ETF shares in Q1 2026, an estimated $15.3M.
Kingsview Wealth Management first reported a position in Invesco Food & Beverage ETF in Q1 2023 and held it in 5 quarters.
Kingsview Wealth Management's Invesco Food & Beverage ETF position peaked at $16M in Q3 2025.
51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.