DAS
PBSM

Dynamic Advisor Solutions’s Invesco PureBeta MSCI USA Small Cap ETF PBSM Stock Holding History

Dynamic Advisor Solutions’s Portfolio PBSM Stock Details PBSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,099
Closed -$591K – 790
2022
Q1 		$591K Sell
16,099
-451
-3% -$16.5K 0.04% 398
2021
Q4 		$650K Buy
+16,550
New +$658K 0.05% 370

Other funds holding PBSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $438M AUM 17.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's PBSM Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of Invesco PureBeta MSCI USA Small Cap ETF (PBSM) in Q2 2022, closing a stake of 16,099 shares — an estimated $591K sold.

Dynamic Advisor Solutions first reported a position in PBSM in Q4 2021 and held it in 2 quarters. The position peaked at $650K in Q4 2021. 13 funds tracked by Wall St. Rank hold PBSM as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining Invesco PureBeta MSCI USA Small Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 16,099 Invesco PureBeta MSCI USA Small Cap ETF shares in Q2 2022, an estimated $591K.
  • Dynamic Advisor Solutions first reported a position in Invesco PureBeta MSCI USA Small Cap ETF in Q4 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco PureBeta MSCI USA Small Cap ETF position peaked at $650K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Invesco PureBeta MSCI USA Small Cap ETF as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.