Commonwealth Equity Services’s Invesco MSCI USA ETF PBUS Stock Holding History

Commonwealth Equity 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	–	Sell	-92,957	Closed	-$5.21M	–	4329
2025 Q1	$5.21M	Sell	92,957 -90,178	-49%	-$5.33M	0.01%	1260
2024 Q4	$10.8M	Buy	183,135 +462	+0.3%	+$27.3K	0.02%	799
2024 Q3	$10.5M	Buy	182,673 +2,694	+1%	+$149K	0.02%	805
2024 Q2	$9.8M	Sell	179,979 -142	-0.1%	-$7.44K	0.02%	820
2024 Q1	$9.44M	Buy	+180,121	New	+$8.99M	0.02%	816

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

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

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Commonwealth Equity Services's PBUS Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Invesco MSCI USA ETF (PBUS) in Q2 2025, closing a stake of 92,957 shares — an estimated $5.21M sold.

Commonwealth Equity Services first reported a position in PBUS in Q1 2024 and held it in 5 quarters. The position peaked at $10.8M in Q4 2024. 44 funds tracked by Wall St. Rank hold PBUS as of Q2 2025.

Commonwealth Equity Services reported no remaining Invesco MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Commonwealth Equity Services sold 92,957 Invesco MSCI USA ETF shares in Q2 2025, an estimated $5.21M.
Commonwealth Equity Services first reported a position in Invesco MSCI USA ETF in Q1 2024 and held it in 5 quarters.
Commonwealth Equity Services's Invesco MSCI USA ETF position peaked at $10.8M in Q4 2024.
44 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.