BridgePort Financial Solutions’s Invesco MSCI USA ETF PBUS Stock Holding History

BridgePort Financial Solutions’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	$1.12M	Buy	+14,693	New	+$1.12M	0.26%	80

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

BridgePort Financial Solutions's PBUS Position: Q3 2026 in Review

BridgePort Financial Solutions opened a new position in Invesco MSCI USA ETF (PBUS) in Q3 2026: 14,693 shares worth $1.12M. The stake represents 0.26% of the portfolio and ranks #80 among its holdings.

49 funds tracked by Wall St. Rank hold PBUS as of Q3 2026.

BridgePort Financial Solutions held 14,693 shares of Invesco MSCI USA ETF worth $1.12M as of Q3 2026.
Invesco MSCI USA ETF was a new BridgePort Financial Solutions position in Q3 2026.
Invesco MSCI USA ETF made up 0.26% of BridgePort Financial Solutions's portfolio in Q3 2026, its #80 holding.
49 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.