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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
Q2 		– Sell
-21,066
Closed -$1.37M – 1458
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 $155B AUM 42.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Independent Advisor Alliance's PBUS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco MSCI USA ETF (PBUS) in Q2 2026, closing a stake of 21,066 shares — an estimated $1.37M sold.

Independent Advisor Alliance first reported a position in PBUS in Q4 2024 and held it in 2 quarters. The position peaked at $1.39M in Q4 2024. 61 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,066 Invesco MSCI USA ETF shares in Q2 2026, an estimated $1.37M.
  • Independent Advisor Alliance first reported a position in Invesco MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco MSCI USA ETF position peaked at $1.39M in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.