Jones Financial Companies’s Invesco MSCI USA ETF PBUS Stock Holding History

Jones Financial Companies’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	$201K	Buy	3,158 +1,025	+48%	+$69.9K	﹤0.01%	2411
2025 Q4	$146K	Buy	2,133 +232	+12%	+$15.8K	﹤0.01%	2053
2025 Q3	$127K	Hold	1,901	–	–	﹤0.01%	1981
2025 Q2	$118K	Buy	1,901 +1,761	+1,258%	+$101K	﹤0.01%	1866
2025 Q1	$7.8K	Hold	140	–	–	﹤0.01%	2810
2024 Q4	$8.24K	Hold	140	–	–	﹤0.01%	2595
2024 Q3	$8.01K	Buy	+140	New	+$7.74K	﹤0.01%	2297

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jones Financial Companies's PBUS Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco MSCI USA ETF (PBUS) stake by 48% in Q1 2026, buying an estimated $69.9K and bringing the position to 3,158 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Jones Financial Companies first reported a position in PBUS in Q3 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

Jones Financial Companies held 3,158 shares of Invesco MSCI USA ETF worth $201K as of Q1 2026.
Jones Financial Companies bought 1,025 Invesco MSCI USA ETF shares in Q1 2026, an estimated $69.9K.
Invesco MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2411 holding.
Jones Financial Companies first reported a position in Invesco MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.