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Root Financial Partners’s Invesco MSCI USA ETF PBUS Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-166
Closed -$11.4K – 3527
2025
Q4 		$11.4K Buy
+166
New +$11.3K ﹤0.01% 1447

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Root Financial Partners's PBUS Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco MSCI USA ETF (PBUS) in Q1 2026, closing a stake of 166 shares — an estimated $11.4K sold.

Root Financial Partners first reported a position in PBUS in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 57 funds tracked by Wall St. Rank hold PBUS as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 166 Invesco MSCI USA ETF shares in Q1 2026, an estimated $11.4K.
  • Root Financial Partners first reported a position in Invesco MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco MSCI USA ETF position peaked at $11.4K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.