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Retirement Planning Group (Kansas)’s Invesco MSCI USA ETF PBUS Stock Holding History

Retirement Planning Group (Kansas)’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 		$584K Buy
7,805
+2,705
+53% +$196K 0.01% 300
2026
Q1 		$332K Buy
+5,100
New +$348K 0.01% 370

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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

Retirement Planning Group (Kansas)'s PBUS Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Invesco MSCI USA ETF (PBUS) stake by 53% in Q2 2026, buying an estimated $196K and bringing the position to 7,805 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #300.

Retirement Planning Group (Kansas) first reported a position in PBUS in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold PBUS as of Q2 2026.

  • Retirement Planning Group (Kansas) held 7,805 shares of Invesco MSCI USA ETF worth $584K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 2,705 Invesco MSCI USA ETF shares in Q2 2026, an estimated $196K.
  • Invesco MSCI USA ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #300 holding.
  • Retirement Planning Group (Kansas) first reported a position in Invesco MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.