SAG
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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
2026
Q1 		– Sell
-500
Closed -$22.4K – 1879
2025
Q4 		$22.4K Buy
+500
New +$22.4K ﹤0.01% 1404

Other funds holding PBJ

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's PBJ Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2026, closing a stake of 500 shares — an estimated $22.4K sold.

SageView Advisory Group first reported a position in PBJ in Q4 2025 and held it in 1 quarter. The position peaked at $22.4K in Q4 2025. 51 funds tracked by Wall St. Rank hold PBJ as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Food & Beverage ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 500 Invesco Food & Beverage ETF shares in Q1 2026, an estimated $22.4K.
  • SageView Advisory Group first reported a position in Invesco Food & Beverage ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Food & Beverage ETF position peaked at $22.4K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.