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PBEPBE
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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in INVESCO EXCHANGE TRADED FD T

OSAIC HOLDINGS, INC. holds 9,641 shares of PBE (INVESCO EXCHANGE TRADED FD T), worth $864,301 as of 2026-Q2. The position was increased (+9.4% shares). PBE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$864,301

Current Shares

9,641

Total Value Change

+$20,764

Total Shares Change

-2,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,641
+9.4%
$864,3010.0%$89.65
27
2026-Q1
Decreased
8,814
-1.7%
$697,9110.0%$79.79
0
2025-Q4
Decreased
8,963
-4.8%
$736,3740.0%$82.41
0
2025-Q3
Decreased
9,415
-0.3%
$646,0730.0%$68.80
0
2025-Q2
Increased
9,441
+9.9%
$605,0620.0%$63.84
27
2025-Q1
Decreased
8,589
-5.7%
$544,8830.0%$63.48
0
2024-Q4
Decreased
9,108
-24.6%
$605,9480.0%$65.76
0
2024-Q3
Increased
12,082
+1.2%
$843,5370.0%$69.05
25

Other major holders of PBE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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