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

Allworth 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
2026
Q1 		– Sell
-90
Closed -$6.16K – 5284
2025
Q4 		$6.16K Buy
+90
New +$6.11K ﹤0.01% 3586

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

Allworth Financial's PBUS Position: Q1 2026 in Review

Allworth Financial sold out of Invesco MSCI USA ETF (PBUS) in Q1 2026, closing a stake of 90 shares — an estimated $6.16K sold.

Allworth Financial first reported a position in PBUS in Q4 2025 and held it in 1 quarter. The position peaked at $6.16K in Q4 2025. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

  • Allworth Financial reported no remaining Invesco MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 90 Invesco MSCI USA ETF shares in Q1 2026, an estimated $6.16K.
  • Allworth Financial first reported a position in Invesco MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Invesco MSCI USA ETF position peaked at $6.16K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.