Kestra Advisory Services’s Invesco MSCI USA ETF PBUS Stock Holding History

Kestra Advisory Services’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	$5.17M	Sell	69,143 -12,929	-16%	-$939K	0.02%	832
2026 Q1	$5.35M	Sell	82,072 -1,726	-2%	-$118K	0.02%	752
2025 Q4	$5.74M	Sell	83,798 -150	-0.2%	-$10.2K	0.02%	653
2025 Q3	$5.63M	Buy	+83,948	New	+$5.41M	0.03%	627

Other funds holding PBUS

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kestra Advisory Services's PBUS Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco MSCI USA ETF (PBUS) stake by 16% in Q2 2026, selling an estimated $939K and leaving 69,143 shares worth $5.17M. The position accounts for 0.02% of the portfolio, ranked #832.

Kestra Advisory Services first reported a position in PBUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.74M in Q4 2025. 61 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Kestra Advisory Services held 69,143 shares of Invesco MSCI USA ETF worth $5.17M as of Q2 2026.
Kestra Advisory Services sold 12,929 Invesco MSCI USA ETF shares in Q2 2026, an estimated $939K.
Invesco MSCI USA ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #832 holding.
Kestra Advisory Services first reported a position in Invesco MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
Kestra Advisory Services's Invesco MSCI USA ETF position peaked at $5.74M in Q4 2025.
61 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.