EH
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Equitable Holdings’s Invesco MSCI USA ETF PBUS Stock Holding History

Equitable Holdings’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
Q1 		$691K Buy
10,101
+388
+4% +$26.4K ﹤0.01% 1123
2025
Q4 		$665K Sell
9,713
-1,843
-16% -$125K ﹤0.01% 1012
2025
Q3 		$775K Hold
11,556
– – 0.01% 922
2025
Q2 		$719K Sell
11,556
-1,077
-9% -$61.8K 0.01% 899
2025
Q1 		$708K Sell
12,633
-94,953
-88% -$5.61M 0.01% 814
2024
Q4 		$6.34M Sell
107,586
-878
-0.8% -$51.9K 0.06% 249
2024
Q3 		$6.23M Sell
108,464
-118,994
-52% -$6.58M 0.06% 241
2024
Q2 		$12.4M Buy
227,458
+9,366
+4% +$491K 0.13% 135
2024
Q1 		$11.4M Buy
218,092
+52,656
+32% +$2.63M 0.13% 135
2023
Q4 		$7.89M Buy
165,436
+16,968
+11% +$756K 0.1% 166
2023
Q3 		$6.35M Buy
148,468
+81,060
+120% +$3.6M 0.09% 169
2023
Q2 		$2.98M Buy
+67,408
New +$2.82M 0.04% 273
2022
Q3 		– Sell
-5,961
Closed -$225K – 903
2022
Q2 		$225K Hold
5,961
– – ﹤0.01% 787
2022
Q1 		$271K Sell
5,961
-80,583
-93% -$3.61M ﹤0.01% 746
2021
Q4 		$4.17M Sell
86,544
-9,084
-9% -$425K 0.07% 184
2021
Q3 		$4.2M Buy
95,628
+35,610
+59% +$1.61M 0.07% 169
2021
Q2 		$2.63M Buy
60,018
+14,909
+33% +$633K 0.05% 223
2021
Q1 		$1.82M Buy
+45,109
New +$1.78M 0.04% 263

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Equitable Holdings's PBUS Position: Q1 2026 in Review

Equitable Holdings increased its Invesco MSCI USA ETF (PBUS) stake by 4% in Q1 2026, buying an estimated $26.4K and bringing the position to 10,101 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Equitable Holdings first reported a position in PBUS in Q1 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2024. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

  • Equitable Holdings held 10,101 shares of Invesco MSCI USA ETF worth $691K as of Q1 2026.
  • Equitable Holdings bought 388 Invesco MSCI USA ETF shares in Q1 2026, an estimated $26.4K.
  • Invesco MSCI USA ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1123 holding.
  • Equitable Holdings first reported a position in Invesco MSCI USA ETF in Q1 2021 and has held it in 18 quarters since.
  • Equitable Holdings's Invesco MSCI USA ETF position peaked at $12.4M in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.