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 Q3	–	Sell	-1,025,175	Closed	-$76.7M	–	1163
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 $608B AUM 32.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Axxcess Wealth Management's PBUS Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco MSCI USA ETF (PBUS) in Q3 2026, closing a stake of 1,025,175 shares — an estimated $76.7M sold.

Axxcess Wealth Management first reported a position in PBUS in Q3 2023 and held it in 11 quarters. The position peaked at $76.7M in Q2 2026. 19 funds tracked by Wall St. Rank hold PBUS as of Q3 2026.

Axxcess Wealth Management reported no remaining Invesco MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,025,175 Invesco MSCI USA ETF shares in Q3 2026, an estimated $76.7M.
Axxcess Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2023 and held it in 11 quarters.
Axxcess Wealth Management's Invesco MSCI USA ETF position peaked at $76.7M in Q2 2026.
19 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.