GRP
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Global Retirement Partners’s Invesco MSCI USA ETF PBUS Stock Holding History

Global Retirement Partners’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
2024
Q2 		– Sell
-192
Closed -$10.1K – 3620
2024
Q1 		$10.1K Hold
192
– – ﹤0.01% 2121
2023
Q4 		$9.14K Hold
192
– – ﹤0.01% 2099
2023
Q3 		$8.16K Sell
192
-1,707
-90% -$75.8K ﹤0.01% 2032
2023
Q2 		$84K Buy
1,899
+192
+11% +$8.03K ﹤0.01% 1020
2023
Q1 		$69.3K Hold
1,707
– – ﹤0.01% 1086
2022
Q4 		$64.9K Buy
1,707
+7
+0.4% +$268 ﹤0.01% 980
2022
Q3 		$66K Buy
1,700
+18
+1% +$714 0.01% 917
2022
Q2 		$63K Buy
1,682
+7
+0.4% +$287 0.01% 908
2022
Q1 		$66K Buy
+1,675
New +$75.1K 0.01% 883

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's PBUS Position: Q2 2024 in Review

Global Retirement Partners sold out of Invesco MSCI USA ETF (PBUS) in Q2 2024, closing a stake of 192 shares — an estimated $10.1K sold.

Global Retirement Partners first reported a position in PBUS in Q1 2022 and held it in 9 quarters. The position peaked at $84K in Q2 2023. 32 funds tracked by Wall St. Rank hold PBUS as of Q2 2024.

  • Global Retirement Partners reported no remaining Invesco MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 192 Invesco MSCI USA ETF shares in Q2 2024, an estimated $10.1K.
  • Global Retirement Partners first reported a position in Invesco MSCI USA ETF in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's Invesco MSCI USA ETF position peaked at $84K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.