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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
Q2 		$1.42K Hold
19
– – ﹤0.01% 2571
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 $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
MGP
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
PAM
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

AE Wealth Management held its Invesco MSCI USA ETF (PBUS) position steady in Q2 2026 at 19 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

AE Wealth Management first reported a position in PBUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.48K in Q3 2025. 61 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • AE Wealth Management held 19 shares of Invesco MSCI USA ETF worth $1.42K as of Q2 2026.
  • AE Wealth Management left its Invesco MSCI USA ETF share count unchanged in Q2 2026.
  • Invesco MSCI USA ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2571 holding.
  • AE Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Invesco MSCI USA ETF position peaked at $2.48K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.