Merit Financial Group
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Merit Financial Group’s Invesco MSCI USA ETF PBUS Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-35,767
Closed -$1.36M – 693
2022
Q4 		$1.36M Buy
+35,767
New +$1.37M 0.05% 243
2022
Q3 		– Sell
-5,478
Closed -$206K – 623
2022
Q2 		$206K Buy
+5,478
New +$224K 0.01% 514

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Metis Global Partners
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Merit Financial Group's PBUS Position: Q1 2023 in Review

Merit Financial Group sold out of Invesco MSCI USA ETF (PBUS) in Q1 2023, closing a stake of 35,767 shares — an estimated $1.36M sold.

Merit Financial Group first reported a position in PBUS in Q2 2022 and held it in 2 quarters. The position peaked at $1.36M in Q4 2022. 18 funds tracked by Wall St. Rank hold PBUS as of Q1 2023.

  • Merit Financial Group reported no remaining Invesco MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 35,767 Invesco MSCI USA ETF shares in Q1 2023, an estimated $1.36M.
  • Merit Financial Group first reported a position in Invesco MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Merit Financial Group's Invesco MSCI USA ETF position peaked at $1.36M in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.