SageView Advisory Group’s Invesco Food & Beverage ETF PBJ Stock Holding History

SageView Advisory 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	$22.4K	Buy	+500	New	+$22.4K	﹤0.01%	1404

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

SageView Advisory Group's PBJ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Food & Beverage ETF (PBJ) in Q4 2025: 500 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings.

51 funds tracked by Wall St. Rank hold PBJ as of Q4 2025.

SageView Advisory Group held 500 shares of Invesco Food & Beverage ETF worth $22.4K as of Q4 2025.
Invesco Food & Beverage ETF was a new SageView Advisory Group position in Q4 2025.
Invesco Food & Beverage ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1404 holding.
51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q4 2025.

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