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IFP Advisors’s Invesco MSCI USA ETF PBUS Stock Holding History

IFP 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
2026
Q2 		$237K Sell
3,173
-642
-17% -$46.6K ﹤0.01% 1419
2026
Q1 		$249K Buy
3,815
+31
+0.8% +$2.11K 0.01% 1274
2025
Q4 		$259K Sell
3,784
-224
-6% -$15.2K 0.01% 1241
2025
Q3 		$269K Sell
4,008
-78
-2% -$5.03K 0.01% 1152
2025
Q2 		$274K Buy
+4,086
New +$235K 0.01% 1106

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

IFP Advisors's PBUS Position: Q2 2026 in Review

IFP Advisors reduced its Invesco MSCI USA ETF (PBUS) stake by 17% in Q2 2026, selling an estimated $46.6K and leaving 3,173 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

IFP Advisors first reported a position in PBUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $274K in Q2 2025. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • IFP Advisors held 3,173 shares of Invesco MSCI USA ETF worth $237K as of Q2 2026.
  • IFP Advisors sold 642 Invesco MSCI USA ETF shares in Q2 2026, an estimated $46.6K.
  • Invesco MSCI USA ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1419 holding.
  • IFP Advisors first reported a position in Invesco MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Invesco MSCI USA ETF position peaked at $274K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.