MPWT
PBJ icon

MassMutual Private Wealth & Trust’s Invesco Food & Beverage ETF PBJ Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q2 		– Sell
-378
Closed -$17.5K – 1989
2023
Q1 		$17.5K Buy
+378
New +$17.2K ﹤0.01% 767

Other funds holding PBJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's PBJ Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of Invesco Food & Beverage ETF (PBJ) in Q2 2023, closing a stake of 378 shares — an estimated $17.5K sold.

MassMutual Private Wealth & Trust first reported a position in PBJ in Q1 2023 and held it in 1 quarter. The position peaked at $17.5K in Q1 2023. 92 funds tracked by Wall St. Rank hold PBJ as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Food & Beverage ETF position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 378 Invesco Food & Beverage ETF shares in Q2 2023, an estimated $17.5K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Food & Beverage ETF in Q1 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Food & Beverage ETF position peaked at $17.5K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.