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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 $132B AUM 28.96% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 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.