Advisornet Financial’s Invesco MSCI USA ETF PBUS Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-1,117	Closed	-$64.1K	–	2189
2024 Q3	$64.1K	Hold	1,117	–	–	﹤0.01%	829
2024 Q2	$60.8K	Hold	1,117	–	–	0.01%	758
2024 Q1	$58.6K	Hold	1,117	–	–	0.01%	763
2023 Q4	$53.3K	Sell	1,117 -726	-39%	-$32.4K	﹤0.01%	793
2023 Q3	$78.8K	Hold	1,843	–	–	0.01%	674
2023 Q2	$81.5K	Sell	1,843 -4,064	-69%	-$170K	0.01%	687
2023 Q1	$241K	Buy	5,907 +4,280	+263%	+$170K	0.02%	433
2022 Q4	$61.9K	Sell	1,627 -391	-19%	-$15K	0.01%	738
2022 Q3	$72K	Sell	2,018 -4,591	-69%	-$182K	0.01%	742
2022 Q2	$249K	Buy	6,609 +1,059	+19%	+$43.4K	0.02%	458
2022 Q1	$253K	Buy	5,550 +4,386	+377%	+$197K	0.02%	503
2021 Q4	$56K	Hold	1,164	–	–	﹤0.01%	969
2021 Q3	$51K	Hold	1,164	–	–	﹤0.01%	1001
2021 Q2	$51K	Hold	1,164	–	–	﹤0.01%	977
2021 Q1	$47K	Buy	+1,164	New	+$45.9K	﹤0.01%	953

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's PBUS Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco MSCI USA ETF (PBUS) in Q4 2024, closing a stake of 1,117 shares — an estimated $64.1K sold.

Advisornet Financial first reported a position in PBUS in Q1 2021 and held it in 15 quarters. The position peaked at $253K in Q1 2022. 36 funds tracked by Wall St. Rank hold PBUS as of Q4 2024.

Advisornet Financial reported no remaining Invesco MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 1,117 Invesco MSCI USA ETF shares in Q4 2024, an estimated $64.1K.
Advisornet Financial first reported a position in Invesco MSCI USA ETF in Q1 2021 and held it in 15 quarters.
Advisornet Financial's Invesco MSCI USA ETF position peaked at $253K in Q1 2022.
36 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.