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

Kestra Private Wealth 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	$2.27M	Buy	30,305 +469	+2%	+$34.1K	0.02%	557
2026 Q1	$1.94M	Sell	29,836 -11,375	-28%	-$775K	0.02%	565
2025 Q4	$2.82M	Sell	41,211 -2,865	-7%	-$195K	0.04%	441
2025 Q3	$2.96M	Buy	44,076 +12,777	+41%	+$824K	0.04%	424
2025 Q2	$1.95M	Buy	31,299 +6,315	+25%	+$363K	0.03%	510
2025 Q1	$1.4M	Buy	+24,984	New	+$1.48M	0.02%	560

Other funds holding PBUS

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Kestra Private Wealth Services's PBUS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco MSCI USA ETF (PBUS) stake by 1.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 30,305 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #557.

Kestra Private Wealth Services first reported a position in PBUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.96M in Q3 2025. 21 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

Kestra Private Wealth Services held 30,305 shares of Invesco MSCI USA ETF worth $2.27M as of Q2 2026.
Kestra Private Wealth Services bought 469 Invesco MSCI USA ETF shares in Q2 2026, an estimated $34.1K.
Invesco MSCI USA ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #557 holding.
Kestra Private Wealth Services first reported a position in Invesco MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Invesco MSCI USA ETF position peaked at $2.96M in Q3 2025.
21 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

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