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Halbert Hargrove Global Advisors’s Invesco MSCI USA ETF PBUS Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q2 		– Sell
-178
Closed -$9.97K – 550
2025
Q1 		$9.97K Buy
+178
New +$10.5K ﹤0.01% 248

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Halbert Hargrove Global Advisors's PBUS Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Invesco MSCI USA ETF (PBUS) in Q2 2025, closing a stake of 178 shares — an estimated $9.97K sold.

Halbert Hargrove Global Advisors first reported a position in PBUS in Q1 2025 and held it in 1 quarter. The position peaked at $9.97K in Q1 2025. 44 funds tracked by Wall St. Rank hold PBUS as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Invesco MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 178 Invesco MSCI USA ETF shares in Q2 2025, an estimated $9.97K.
  • Halbert Hargrove Global Advisors first reported a position in Invesco MSCI USA ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Invesco MSCI USA ETF position peaked at $9.97K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.