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Wetzel Investment Advisors’s Invesco Food & Beverage ETF PBJ Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-400
Closed -$19.5K – 670
2024
Q2 		$19.5K Hold
400
– – 0.01% 346
2024
Q1 		$18.8K Hold
400
– – 0.01% 387
2023
Q4 		$18K Buy
+400
New +$17.2K 0.01% 396

Other funds holding PBJ

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.53B AUM 21.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Wetzel Investment Advisors's PBJ Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco Food & Beverage ETF (PBJ) in Q3 2024, closing a stake of 400 shares — an estimated $19.5K sold.

Wetzel Investment Advisors first reported a position in PBJ in Q4 2023 and held it in 3 quarters. The position peaked at $19.5K in Q2 2024. 53 funds tracked by Wall St. Rank hold PBJ as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco Food & Beverage ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 400 Invesco Food & Beverage ETF shares in Q3 2024, an estimated $19.5K.
  • Wetzel Investment Advisors first reported a position in Invesco Food & Beverage ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco Food & Beverage ETF position peaked at $19.5K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.