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

Axxcess 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	$76.7M	Buy	+1,025,175	New	+$74.5M	1.22%	13
2026 Q1	–	Sell	-897,822	Closed	-$61.5M	–	803
2025 Q4	$61.5M	Buy	897,822 +263,914	+42%	+$17.9M	1.06%	19
2025 Q3	$42.5M	Buy	633,908 +88,895	+16%	+$5.73M	0.9%	27
2025 Q2	$33.9M	Buy	545,013 +101,116	+23%	+$5.81M	0.79%	29
2025 Q1	$24.9M	Buy	443,897 +18,389	+4%	+$1.09M	0.66%	32
2024 Q4	$25.1M	Buy	425,508 +19,643	+5%	+$1.16M	0.6%	34
2024 Q3	$23.3M	Buy	405,865 +18,386	+5%	+$1.02M	0.57%	36
2024 Q2	$21.1M	Buy	387,479 +39,138	+11%	+$2.05M	0.56%	38
2024 Q1	$18.3M	Buy	348,341 +22,626	+7%	+$1.13M	0.5%	42
2023 Q4	$15.5M	Buy	325,715 +309,654	+1,928%	+$13.8M	0.45%	41
2023 Q3	$686K	Buy	+16,061	New	+$714K	0.02%	390

Other funds holding PBUS

Bank of New York Mellon New York $609B AUM 40.19% 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

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

IWP

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Invesco MSCI USA ETF (PBUS) in Q2 2026: 1,025,175 shares worth $76.7M. The stake represents 1.22% of the portfolio and ranks #13 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PBUS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PBUS in Q3 2023 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Axxcess Wealth Management held 1,025,175 shares of Invesco MSCI USA ETF worth $76.7M as of Q2 2026.
Invesco MSCI USA ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco MSCI USA ETF made up 1.22% of Axxcess Wealth Management's portfolio in Q2 2026, its #13 holding.
Axxcess Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.