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WealthBridge Capital Management’s Invesco Food & Beverage ETF PBJ Stock Holding History

WealthBridge Capital 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
2023
Q1 		– Sell
-9,978
Closed -$456K – 200
2022
Q4 		$456K Buy
9,978
+908
+10% +$41.7K 0.19% 107
2022
Q3 		$398K Hold
9,070
– – 0.17% 115
2022
Q2 		$398K Buy
+9,070
New +$414K 0.17% 115

Other funds holding PBJ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthBridge Capital Management's PBJ Position: Q1 2023 in Review

WealthBridge Capital Management sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2023, closing a stake of 9,978 shares — an estimated $456K sold.

WealthBridge Capital Management first reported a position in PBJ in Q2 2022 and held it in 3 quarters. The position peaked at $456K in Q4 2022. 97 funds tracked by Wall St. Rank hold PBJ as of Q1 2023.

  • WealthBridge Capital Management reported no remaining Invesco Food & Beverage ETF position as of Q1 2023 after selling out during the quarter.
  • WealthBridge Capital Management sold 9,978 Invesco Food & Beverage ETF shares in Q1 2023, an estimated $456K.
  • WealthBridge Capital Management first reported a position in Invesco Food & Beverage ETF in Q2 2022 and held it in 3 quarters.
  • WealthBridge Capital Management's Invesco Food & Beverage ETF position peaked at $456K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.