Axxcess Wealth Management’s Invesco MSCI USA ETF PBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9M | Buy |
545,013
+101,116
| +23% | +$6.29M | 0.79% | 28 |
|
|
2025
Q1 | $24.9M | Buy |
443,897
+18,389
| +4% | +$1.03M | 0.66% | 31 |
|
|
2024
Q4 | $25.1M | Buy |
425,508
+19,643
| +5% | +$1.16M | 0.6% | 33 |
|
|
2024
Q3 | $23.3M | Buy |
405,865
+18,386
| +5% | +$1.06M | 0.57% | 35 |
|
|
2024
Q2 | $21.1M | Buy |
387,479
+39,138
| +11% | +$2.13M | 0.56% | 37 |
|
|
2024
Q1 | $18.3M | Buy |
348,341
+22,626
| +7% | +$1.19M | 0.5% | 40 |
|
|
2023
Q4 | $15.5M | Buy |
325,715
+309,654
| +1,928% | +$14.8M | 0.45% | 40 |
|
|
2023
Q3 | $686K | Buy |
+16,061
| New | +$686K | 0.02% | 390 |
|