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

Accurate 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
2023
Q1 		– Sell
-264
Closed -$10.2K – 1059
2022
Q4 		$10.2K Buy
+264
New +$10.1K ﹤0.01% 850

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return
Metis Global Partners
Metis Global Partners San Diego, California $4.64B AUM 30.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

Accurate Wealth Management's PBUS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco MSCI USA ETF (PBUS) in Q1 2023, closing a stake of 264 shares — an estimated $10.2K sold.

Accurate Wealth Management first reported a position in PBUS in Q4 2022 and held it in 1 quarter. The position peaked at $10.2K in Q4 2022. 18 funds tracked by Wall St. Rank hold PBUS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 264 Invesco MSCI USA ETF shares in Q1 2023, an estimated $10.2K.
  • Accurate Wealth Management first reported a position in Invesco MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco MSCI USA ETF position peaked at $10.2K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.