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Independent Advisor Alliance’s Invesco MSCI USA ETF PBUS Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.37M Buy
+21,066
New +$1.44M 0.01% 679
2025
Q1 		– Sell
-23,664
Closed -$1.39M – 1193
2024
Q4 		$1.39M Buy
+23,664
New +$1.4M 0.02% 623

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Independent Advisor Alliance's PBUS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco MSCI USA ETF (PBUS) in Q1 2026: 21,066 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PBUS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PBUS in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.39M in Q4 2024. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

  • Independent Advisor Alliance held 21,066 shares of Invesco MSCI USA ETF worth $1.37M as of Q1 2026.
  • Invesco MSCI USA ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco MSCI USA ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #679 holding.
  • Independent Advisor Alliance first reported a position in Invesco MSCI USA ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco MSCI USA ETF position peaked at $1.39M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.