Envestnet Asset Management’s Invesco MSCI USA ETF PBUS Stock Holding History

Envestnet Asset 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 Q2	$17.3M	Buy	231,677 +168,147	+265%	+$12.2M	﹤0.01%	1550
2026 Q1	$4.14M	Buy	63,530 +19,935	+46%	+$1.36M	﹤0.01%	2469
2025 Q4	$2.98M	Sell	43,595 -1,825	-4%	-$124K	﹤0.01%	2536
2025 Q3	$3.05M	Buy	45,420 +570	+1%	+$36.7K	﹤0.01%	2601
2025 Q2	$2.79M	Buy	44,850 +2,259	+5%	+$130K	﹤0.01%	2590
2025 Q1	$2.39M	Sell	42,591 -17,708	-29%	-$1.05M	﹤0.01%	2605
2024 Q4	$3.55M	Buy	60,299 +3,143	+5%	+$186K	﹤0.01%	2324
2024 Q3	$3.28M	Buy	57,156 +5,862	+11%	+$324K	﹤0.01%	2360
2024 Q2	$2.79M	Buy	+51,294	New	+$2.69M	﹤0.01%	2409

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

PAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Envestnet Asset Management's PBUS Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco MSCI USA ETF (PBUS) stake by 265% in Q2 2026, buying an estimated $12.2M and bringing the position to 231,677 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Envestnet Asset Management first reported a position in PBUS in Q2 2024 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Envestnet Asset Management held 231,677 shares of Invesco MSCI USA ETF worth $17.3M as of Q2 2026.
Envestnet Asset Management bought 168,147 Invesco MSCI USA ETF shares in Q2 2026, an estimated $12.2M.
Invesco MSCI USA ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1550 holding.
Envestnet Asset Management first reported a position in Invesco MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
60 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.