KWM
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Kingsview Wealth Management’s Invesco MSCI USA ETF PBUS Stock Holding History

Kingsview Wealth Management’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
2023
Q4 		– Sell
-23,331
Closed -$997K – 1005
2023
Q3 		$997K Buy
+23,331
New +$1.04M 0.04% 436

Other funds holding PBUS

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National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingsview Wealth Management's PBUS Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Invesco MSCI USA ETF (PBUS) in Q4 2023, closing a stake of 23,331 shares — an estimated $997K sold.

Kingsview Wealth Management first reported a position in PBUS in Q3 2023 and held it in 1 quarter. The position peaked at $997K in Q3 2023. 25 funds tracked by Wall St. Rank hold PBUS as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Invesco MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 23,331 Invesco MSCI USA ETF shares in Q4 2023, an estimated $997K.
  • Kingsview Wealth Management first reported a position in Invesco MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco MSCI USA ETF position peaked at $997K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.