Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Invesco MSCI USA ETF PBUS Stock Holding History

Dynamic Advisor 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
2022
Q2 		– Sell
-29,379
Closed -$1.34M – 749
2022
Q1 		$1.34M Sell
29,379
-1,410
-5% -$63.2K 0.09% 221
2021
Q4 		$1.48M Buy
+30,789
New +$1.44M 0.11% 207

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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

Dynamic Advisor Solutions sold out of Invesco MSCI USA ETF (PBUS) in Q2 2022, closing a stake of 29,379 shares — an estimated $1.34M sold.

Dynamic Advisor Solutions first reported a position in PBUS in Q4 2021 and held it in 2 quarters. The position peaked at $1.48M in Q4 2021. 20 funds tracked by Wall St. Rank hold PBUS as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining Invesco MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 29,379 Invesco MSCI USA ETF shares in Q2 2022, an estimated $1.34M.
  • Dynamic Advisor Solutions first reported a position in Invesco MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco MSCI USA ETF position peaked at $1.48M in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2022.

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