Abound Wealth Management
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Abound Wealth Management’s Invesco MSCI USA ETF PBUS Stock Holding History

Abound Wealth Management’s Portfolio PBUS Stock Details PBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-95
Closed -$6.19K – 1513
2026
Q1 		$6.19K Buy
+95
New +$6.48K ﹤0.01% 683

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National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Metis Global Partners
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Abound Wealth Management's PBUS Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco MSCI USA ETF (PBUS) in Q2 2026, closing a stake of 95 shares — an estimated $6.19K sold.

Abound Wealth Management first reported a position in PBUS in Q1 2026 and held it in 1 quarter. The position peaked at $6.19K in Q1 2026. 61 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • Abound Wealth Management reported no remaining Invesco MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 95 Invesco MSCI USA ETF shares in Q2 2026, an estimated $6.19K.
  • Abound Wealth Management first reported a position in Invesco MSCI USA ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Invesco MSCI USA ETF position peaked at $6.19K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.