Public ownership evidence

Invesco Food & Beverage ETF (PBJ) Ownership Disclosures

Read PBJ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Food & Beverage ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
252
Value (USD)
$11,854
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PBJ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PBJ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-15252$11,854None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,346$299,403None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,863$136,966None
ROYAL BANK OF CANADA2026-06-302026-08-1517,904$844,000None
IHT Wealth Management, LLC2026-06-302026-08-155,564$262,219None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1533,134$1,561,583None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,149$336,932None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$10None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,790$697,053None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1544,838$2,113,223None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,209$56,960None
UBS Group AG2026-06-302026-08-1481$3,818None
UBS Group AG2026-06-302026-08-148,955$422,049None
Verity Asset Management, Inc.2026-06-302026-08-146,207$292,536None
MORGAN STANLEY2026-06-302026-08-141$60None
MORGAN STANLEY2026-06-302026-08-1427,806$1,310,537None
FMR LLC2026-06-302026-08-14851$40,102None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-134,748$223,781None
Regatta Research & Money Management2026-06-302026-08-13290$13,668None
Cetera Investment Advisers2026-06-302026-08-1310,747$506,550None
MCF Advisors LLC2026-06-302026-08-13100$4,713None
Aptus Capital Advisors, LLC2026-06-302026-08-13600$28,278None
BANK OF MONTREAL /CAN/2026-06-302026-08-13461$21,727None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13455$21,444None
US BANCORP \DE\2026-06-302026-08-13768$36,195None
JPMORGAN CHASE & CO2026-06-302026-08-13702$33,450None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12500$23,565None
HOWE & RUSLING INC2026-06-302026-08-1141,761$1,968,197None
BlackRock, Inc.2026-06-302026-08-08244$11,500None
LPL Financial LLC2026-06-302026-08-0834,340$1,618,426None
PNC Financial Services Group, Inc.2026-06-302026-08-08266$12,540None
Global Retirement Partners, LLC2026-06-302026-08-07172$8,109None
Continuum Advisory, LLC2026-06-302026-08-0750$2,357None
Russell Investments Group, Ltd.2026-06-302026-08-07123$5,797None
Parallel Advisors, LLC2026-06-302026-08-06573$27,005None
HighTower Advisors, LLC2026-06-302026-08-065,281$248,904None
CALDWELL SUTTER CAPITAL, INC.2026-06-302026-08-063,330$156,964None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0525,888$1,220,101None
Phoenix Wealth Advisors2026-06-302026-08-045,590$263,457None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0410,874$512,498None
GeoWealth Management, LLC2026-06-302026-07-313,015$142,097None
Kovack Advisors, Inc.2026-06-302026-07-304,927$233,441None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-306$283None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3017,406$820,350None
WHITTIER TRUST CO2026-06-302026-07-2914$671None
Institute for Wealth Management, LLC.2026-06-302026-07-29151$7,117None
WEDBUSH SECURITIES INC2026-06-302026-07-298,883$419,000None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-2344$2,085None
IFP Advisors, Inc2026-06-302026-07-2150$2,356None
Sage Capital Management, LLC2026-06-302026-07-2138,628$1,820,829None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗IHT Wealth Management, LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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