Avantax Advisory Services’s Invesco MSCI USA ETF PBUS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$215K	Buy	+3,456	New	+$198K	﹤0.01%	2156

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAM

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

AWM

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avantax Advisory Services's PBUS Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco MSCI USA ETF (PBUS) in Q2 2025: 3,456 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings.

44 funds tracked by Wall St. Rank hold PBUS as of Q2 2025.

Avantax Advisory Services held 3,456 shares of Invesco MSCI USA ETF worth $215K as of Q2 2025.
Invesco MSCI USA ETF was a new Avantax Advisory Services position in Q2 2025.
Invesco MSCI USA ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2156 holding.
44 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.