Envestnet Asset Management
PBUS icon

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% 1549
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

PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 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 #1549.

Envestnet Asset Management first reported a position in PBUS in Q2 2024 and has held it in 9 quarters since. 21 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 #1549 holding.
  • Envestnet Asset Management first reported a position in Invesco MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • 21 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.