Prosperity Consulting Group’s Invesco Food & Beverage ETF PBJ Stock Holding History

Prosperity Consulting Group’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
2025 Q4	–	Sell	-10,056	Closed	-$461K	–	522
2025 Q3	$461K	Sell	10,056 -3,813	-27%	-$181K	0.02%	348
2025 Q2	$656K	Sell	13,869 -47	-0.3%	-$2.21K	0.05%	278
2025 Q1	$640K	Buy	13,916 +6	+0%	+$279	0.05%	269
2024 Q4	$647K	Buy	13,910 +579	+4%	+$27.6K	0.05%	274
2024 Q3	$645K	Buy	+13,331	New	+$619K	0.05%	278

Other funds holding PBJ

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

MFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prosperity Consulting Group's PBJ Position: Q4 2025 in Review

Prosperity Consulting Group sold out of Invesco Food & Beverage ETF (PBJ) in Q4 2025, closing a stake of 10,056 shares — an estimated $461K sold.

Prosperity Consulting Group first reported a position in PBJ in Q3 2024 and held it in 5 quarters. The position peaked at $656K in Q2 2025. 51 funds tracked by Wall St. Rank hold PBJ as of Q4 2025.

Prosperity Consulting Group reported no remaining Invesco Food & Beverage ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Consulting Group sold 10,056 Invesco Food & Beverage ETF shares in Q4 2025, an estimated $461K.
Prosperity Consulting Group first reported a position in Invesco Food & Beverage ETF in Q3 2024 and held it in 5 quarters.
Prosperity Consulting Group's Invesco Food & Beverage ETF position peaked at $656K in Q2 2025.
51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q4 2025.

Based on Prosperity Consulting Group's 13F filing for Q4 2025, filed 17 Feb 2026.