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Integrated Wealth Concepts’s Invesco MSCI USA ETF PBUS Stock Holding History

Integrated Wealth Concepts’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
2025
Q2 		– Sell
-3,617
Closed -$203K – 1978
2025
Q1 		$203K Buy
+3,617
New +$214K ﹤0.01% 1620

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's PBUS Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Invesco MSCI USA ETF (PBUS) in Q2 2025, closing a stake of 3,617 shares — an estimated $203K sold.

Integrated Wealth Concepts first reported a position in PBUS in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 44 funds tracked by Wall St. Rank hold PBUS as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Invesco MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,617 Invesco MSCI USA ETF shares in Q2 2025, an estimated $203K.
  • Integrated Wealth Concepts first reported a position in Invesco MSCI USA ETF in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Invesco MSCI USA ETF position peaked at $203K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.