Invesco Food & Beverage ETF (PBJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Mainsail Financial Group, LLC

INCREASED

Shares135,423 from 127,043

Change+8,380 (+7%)

Value$6.1M (+$77.0K)

Filed 2026-10-23

Sage Capital Management, LLC

INCREASED

Shares38,727 from 38,628

Change+99 (+0%)

Value$1.7M (-$86.2K)

Filed 2026-10-20

LPL Financial LLC

DECREASED

Shares32,185 from 34,340

Change-2,155 (-6%)

Value$1.4M (-$177.1K)

Filed 2026-11-06

Kestra Advisory Services, LLC

NEW

Shares17,185

Change+17,185

Value$769.6K

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares15,328 from 17,406

Change-2,078 (-12%)

Value$686.4K (-$133.9K)

Filed 2026-11-02

Wedbush Securities Inc

DECREASED

Shares8,773 from 8,883

Change-110 (-1%)

Value$393 (-$418.6K)

Filed 2026-10-22

Phoenix Wealth Advisors

DECREASED

Shares5,480 from 5,590

Change-110 (-2%)

Value$245.4K (-$18.1K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

INCREASED

Shares367 from 266

Change+101 (+38%)

Value$16.4K (+$3.9K)

Filed 2026-11-06

First Horizon Corp

UNCHANGED

Shares364 from 364

Change0 (0%)

Value$16.3K (-$854)

Filed 2026-10-26

US Bancorp \de\

DECREASED

Shares288 from 768

Change-480 (-62%)

Value$12.9K (-$23.3K)

Filed 2026-11-05

Nova Financial LLC

NEW

Shares250

Change+250

Value$11.2K

Filed 2026-11-04

Abound Wealth Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$9.0K (-$469)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.2K (-$117)

Filed 2026-10-16

Compass Financial Management LLC

DECREASED

Shares12 from 4,748

Change-4,736 (-100%)

Value$537 (-$223.2K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$269 (-$14)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares5 from 6

Change-1 (-17%)

Value$239 (-$60)

Filed 2026-10-08

Verity Asset Management, Inc.

CLOSED

Shares0 from 6,207

Change-6,207 (-100%)

Value$0 (-$292.5K)

Filed 2026-10-30

Parallel Advisors, LLC

CLOSED

Shares0 from 573

Change-573 (-100%)

Value$0 (-$27.0K)

Filed 2026-11-03

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 151

Change-151 (-100%)

Value$0 (-$7.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

CLOSED

Shares0 from 123

Change-123 (-100%)

Value$0 (-$5.8K)

Filed 2026-11-06

MCF Advisors LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-02

Princeton Global Asset Management LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-21

Bank of America Corp

N/A

Shares— from 59,628

Change-59,628 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 41,761

Change-41,761 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 40,283

Change-40,283 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 27,807

Change-27,807 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 25,888

Change-25,888 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,904

Change-17,904 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,874

Change-10,874 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,747

Change-10,747 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,036

Change-9,036 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,598

Change-6,598 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 5,564

Change-5,564 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,281

Change-5,281 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 4,927

Change-4,927 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 3,330

Change-3,330 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 3,015

Change-3,015 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,863

Change-2,863 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

FMR LLC

N/A

Shares— from 851

Change-851 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 702

Change-702 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 461

Change-461 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 455

Change-455 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 290

Change-290 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 268

Change-268 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 244

Change-244 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 172

Change-172 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 14

Change-14 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 0

Change0

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Mainsail Financial Group, LLC	INCREASED	135,423	127,043	+8,380	+7%	$6.0M	$6.1M	+$77.0K	2026-10-23
Sage Capital Management, LLC	INCREASED	38,727	38,628	+99	+0%	$1.8M	$1.7M	-$86.2K	2026-10-20
LPL Financial LLC	DECREASED	32,185	34,340	-2,155	-6%	$1.6M	$1.4M	-$177.1K	2026-11-06
Kestra Advisory Services, LLC	NEW	17,185	—	+17,185	—	—	$769.6K	—	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	15,328	17,406	-2,078	-12%	$820.4K	$686.4K	-$133.9K	2026-11-02
Wedbush Securities Inc	DECREASED	8,773	8,883	-110	-1%	$419.0K	$393	-$418.6K	2026-10-22
Phoenix Wealth Advisors	DECREASED	5,480	5,590	-110	-2%	$263.5K	$245.4K	-$18.1K	2026-11-03
PNC Financial Services Group, Inc.	INCREASED	367	266	+101	+38%	$12.5K	$16.4K	+$3.9K	2026-11-06
First Horizon Corp	UNCHANGED	364	364	0	0%	$17.2K	$16.3K	-$854	2026-10-26
US Bancorp \de\	DECREASED	288	768	-480	-62%	$36.2K	$12.9K	-$23.3K	2026-11-05
Nova Financial LLC	NEW	250	—	+250	—	—	$11.2K	—	2026-11-04
Abound Wealth Management	UNCHANGED	200	200	0	0%	$9.4K	$9.0K	-$469	2026-10-26
IFP Advisors, Inc	UNCHANGED	50	50	0	0%	$2.4K	$2.2K	-$117	2026-10-16
Compass Financial Management LLC	DECREASED	12	4,748	-4,736	-100%	$223.8K	$537	-$223.2K	2026-10-30
Ashton Thomas Private Wealth, LLC	UNCHANGED	6	6	0	0%	$283	$269	-$14	2026-11-03
Farther Finance Advisors, LLC	DECREASED	5	6	-1	-17%	$299	$239	-$60	2026-10-08
Verity Asset Management, Inc.	CLOSED	0	6,207	-6,207	-100%	$292.5K	$0	-$292.5K	2026-10-30
Parallel Advisors, LLC	CLOSED	0	573	-573	-100%	$27.0K	$0	-$27.0K	2026-11-03
Institute for Wealth Management, Llc.	CLOSED	0	151	-151	-100%	$7.1K	$0	-$7.1K	2026-11-06
Russell Investments Group, Ltd.	CLOSED	0	123	-123	-100%	$5.8K	$0	-$5.8K	2026-11-06
MCF Advisors LLC	CLOSED	0	100	-100	-100%	$4.7K	$0	-$4.7K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	44	-44	-100%	$2.1K	$0	-$2.1K	2026-11-02
Princeton Global Asset Management LLC	CLOSED	0	25	-25	-100%	$1.2K	$0	-$1.2K	2026-10-21
Bank of America Corp	N/A	—	59,628	-59,628	-100%	$2.8M	—	—	—
Howe & Rusling Inc	N/A	—	41,761	-41,761	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	40,283	-40,283	-100%	$1.9M	—	—	—
Morgan Stanley	N/A	—	27,807	-27,807	-100%	$1.3M	—	—	—
Principal Securities, Inc.	N/A	—	25,888	-25,888	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	17,904	-17,904	-100%	$844.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,874	-10,874	-100%	$512.5K	—	—	—
Cetera Investment Advisers	N/A	—	10,747	-10,747	-100%	$506.6K	—	—	—
UBS Group AG	N/A	—	9,036	-9,036	-100%	$425.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,598	-6,598	-100%	$311.3K	—	—	—
IHT Wealth Management, LLC	N/A	—	5,564	-5,564	-100%	$262.2K	—	—	—
HighTower Advisors, LLC	N/A	—	5,281	-5,281	-100%	$248.9K	—	—	—
Kovack Advisors, Inc.	N/A	—	4,927	-4,927	-100%	$233.4K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	3,330	-3,330	-100%	$157.0K	—	—	—
GeoWealth Management, LLC	N/A	—	3,015	-3,015	-100%	$142.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,863	-2,863	-100%	$137.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,209	-1,209	-100%	$57.0K	—	—	—
FMR LLC	N/A	—	851	-851	-100%	$40.1K	—	—	—
JPMorgan Chase & Co	N/A	—	702	-702	-100%	$33.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	600	-600	-100%	$28.3K	—	—	—
Bank of Montreal	N/A	—	461	-461	-100%	$21.7K	—	—	—
Harbour Investments, Inc.	N/A	—	455	-455	-100%	$21.4K	—	—	—
Regatta Research & Money Management	N/A	—	290	-290	-100%	$13.7K	—	—	—
Allied Private Wealth LLC	N/A	—	268	-268	-100%	$12.9K	—	—	—
BlackRock, Inc.	N/A	—	244	-244	-100%	$11.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	172	-172	-100%	$8.1K	—	—	—
Continuum Advisory, LLC	N/A	—	50	-50	-100%	$2.4K	—	—	—
Whittier Trust Co	N/A	—	14	-14	-100%	$671	—	—	—
BFC Planning, Inc.	N/A	—	0	0	—	$20	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$10	—	—	—

Showing 53 of 53 institutions