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

AE 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
Q1 		$1.24K Buy
+19
New +$1.29K ﹤0.01% 2503
2025
Q4 		– Sell
-37
Closed -$2.48K – 2530
2025
Q3 		$2.48K Buy
+37
New +$2.38K ﹤0.01% 2151

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Invesco
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AE Wealth Management's PBUS Position: Q1 2026 in Review

AE Wealth Management opened a new position in Invesco MSCI USA ETF (PBUS) in Q1 2026: 19 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in PBUS as recently as Q3 2025.

AE Wealth Management first reported a position in PBUS in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.48K in Q3 2025. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

  • AE Wealth Management held 19 shares of Invesco MSCI USA ETF worth $1.24K as of Q1 2026.
  • Invesco MSCI USA ETF was a new AE Wealth Management position in Q1 2026.
  • Invesco MSCI USA ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2503 holding.
  • AE Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Invesco MSCI USA ETF position peaked at $2.48K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.