Regatta Research & Money Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

Regatta Research & Money 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	$13.7K	Buy	+290	New	+$14.1K	0.01%	454

Other funds holding PBJ

MFG

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

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Regatta Research & Money Management's PBJ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Food & Beverage ETF (PBJ) in Q2 2026: 290 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

40 funds tracked by Wall St. Rank hold PBJ as of Q2 2026.

Regatta Research & Money Management held 290 shares of Invesco Food & Beverage ETF worth $13.7K as of Q2 2026.
Invesco Food & Beverage ETF was a new Regatta Research & Money Management position in Q2 2026.
Invesco Food & Beverage ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #454 holding.
40 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.