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Hazlett, Burt & Watson’s Invesco MSCI USA ETF PBUS Stock Holding History

Hazlett, Burt & Watson’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 		$3K Hold
41
– – ﹤0.01% 818
2026
Q1 		$3K Hold
41
– – ﹤0.01% 827
2025
Q4 		$3K Buy
41
+1
+3% +$68 ﹤0.01% 838
2025
Q3 		$3K Hold
40
– – ﹤0.01% 789
2025
Q2 		$3K Hold
40
– – ﹤0.01% 710
2025
Q1 		$2K Hold
40
– – ﹤0.01% 733
2024
Q4 		$2K Buy
+40
New +$2.37K ﹤0.01% 711

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Hazlett, Burt & Watson's PBUS Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Invesco MSCI USA ETF (PBUS) position steady in Q2 2026 at 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Hazlett, Burt & Watson first reported a position in PBUS in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • Hazlett, Burt & Watson held 41 shares of Invesco MSCI USA ETF worth $3K as of Q2 2026.
  • Hazlett, Burt & Watson left its Invesco MSCI USA ETF share count unchanged in Q2 2026.
  • Invesco MSCI USA ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #818 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.