Altus Wealth Group’s Invesco MSCI USA ETF PBUS Stock Holding History

Altus Wealth Group’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	$1.82M	Sell	24,277 -12,990	-35%	-$944K	0.66%	25
2026 Q1	$2.43M	Buy	37,267 +1,339	+4%	+$91.3K	1%	20
2025 Q4	$2.46M	Buy	35,928 +119	+0.3%	+$8.08K	0.98%	21
2025 Q3	$2.4M	Buy	35,809 +694	+2%	+$44.7K	0.99%	22
2025 Q2	$2.18M	Buy	35,115 +396	+1%	+$22.7K	0.97%	22
2025 Q1	$1.94M	Buy	34,719 +1,915	+6%	+$113K	0.91%	25
2024 Q4	$1.93M	Buy	32,804 +26,926	+458%	+$1.59M	0.85%	31
2024 Q3	$337K	Buy	5,878 +1,850	+46%	+$102K	0.14%	106
2024 Q2	$219K	Buy	+4,028	New	+$211K	0.11%	121
2024 Q1	–	Sell	-4,442	Closed	-$212K	–	151
2023 Q4	$212K	Buy	+4,442	New	+$198K	0.12%	130

Other funds holding PBUS

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Altus Wealth Group's PBUS Position: Q2 2026 in Review

Altus Wealth Group reduced its Invesco MSCI USA ETF (PBUS) stake by 35% in Q2 2026, selling an estimated $944K and leaving 24,277 shares worth $1.82M. The position accounts for 0.66% of the portfolio, ranked #25.

Altus Wealth Group first reported a position in PBUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2025. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Altus Wealth Group held 24,277 shares of Invesco MSCI USA ETF worth $1.82M as of Q2 2026.
Altus Wealth Group sold 12,990 Invesco MSCI USA ETF shares in Q2 2026, an estimated $944K.
Invesco MSCI USA ETF made up 0.66% of Altus Wealth Group's portfolio in Q2 2026, its #25 holding.
Altus Wealth Group first reported a position in Invesco MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Altus Wealth Group's Invesco MSCI USA ETF position peaked at $2.46M in Q4 2025.
21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.