AWM
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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 +$6.47K ﹤0.01% 683

Other funds holding PBUS

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Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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. 3 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.
  • 3 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.