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IAG Wealth Partners’s Invesco MSCI USA ETF PBUS Stock Holding History

IAG Wealth 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
2026
Q2 		$1.18M Sell
15,833
-2,520
-14% -$183K 0.12% 73
2026
Q1 		$1.2M Sell
18,353
-463
-2% -$31.6K 0.13% 69
2025
Q4 		$1.29M Sell
18,816
-1,985
-10% -$135K 0.15% 66
2025
Q3 		$1.39M Sell
20,801
-1,024
-5% -$66K 0.17% 60
2025
Q2 		$1.36M Buy
21,825
+1,187
+6% +$68.1K 0.18% 59
2025
Q1 		$1.16M Sell
20,638
-615
-3% -$36.3K 0.18% 59
2024
Q4 		$1.25M Sell
21,253
-2,910
-12% -$172K 0.22% 55
2024
Q3 		$1.39M Sell
24,163
-953
-4% -$52.7K 0.26% 50
2024
Q2 		$1.37M Sell
25,116
-4,389
-15% -$230K 0.27% 46
2024
Q1 		$1.55M Sell
29,505
-2,186
-7% -$109K 0.33% 42
2023
Q4 		$1.51M Sell
31,691
-2,726
-8% -$122K 0.35% 40
2023
Q3 		$1.47M Sell
34,417
-11,027
-24% -$490K 0.41% 37
2023
Q2 		$2.01M Sell
45,444
-2,592
-5% -$108K 0.53% 32
2023
Q1 		$1.96M Sell
48,036
-11,993
-20% -$477K 0.54% 32
2022
Q4 		$2.28M Sell
60,029
-32,868
-35% -$1.26M 0.67% 28
2022
Q3 		$3.32M Sell
92,897
-20,599
-18% -$818K 1.1% 21
2022
Q2 		$4.28M Buy
113,496
+102,080
+894% +$4.18M 1.4% 20
2022
Q1 		$520K Buy
11,416
+6,765
+145% +$303K 0.16% 46
2021
Q4 		$224K Buy
4,651
+2,999
+182% +$140K 0.07% 56
2021
Q3 		$73K Buy
1,652
+1,245
+306% +$56.1K 0.03% 101
2021
Q2 		$18K Buy
+407
New +$17.3K 0.01% 201

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

IAG Wealth Partners's PBUS Position: Q2 2026 in Review

IAG Wealth Partners reduced its Invesco MSCI USA ETF (PBUS) stake by 14% in Q2 2026, selling an estimated $183K and leaving 15,833 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #73.

IAG Wealth Partners first reported a position in PBUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.28M in Q2 2022. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • IAG Wealth Partners held 15,833 shares of Invesco MSCI USA ETF worth $1.18M as of Q2 2026.
  • IAG Wealth Partners sold 2,520 Invesco MSCI USA ETF shares in Q2 2026, an estimated $183K.
  • Invesco MSCI USA ETF made up 0.12% of IAG Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • IAG Wealth Partners first reported a position in Invesco MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • IAG Wealth Partners's Invesco MSCI USA ETF position peaked at $4.28M in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.