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

SFG 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
2022
Q2 		– Sell
-6,783
Closed -$309K – 93
2022
Q1 		$309K Hold
6,783
– – 0.29% 61
2021
Q4 		$326K Buy
+6,783
New +$317K 0.29% 69

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

SFG Wealth Management's PBUS Position: Q2 2022 in Review

SFG Wealth Management sold out of Invesco MSCI USA ETF (PBUS) in Q2 2022, closing a stake of 6,783 shares — an estimated $309K sold.

SFG Wealth Management first reported a position in PBUS in Q4 2021 and held it in 2 quarters. The position peaked at $326K in Q4 2021. 20 funds tracked by Wall St. Rank hold PBUS as of Q2 2022.

  • SFG Wealth Management reported no remaining Invesco MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • SFG Wealth Management sold 6,783 Invesco MSCI USA ETF shares in Q2 2022, an estimated $309K.
  • SFG Wealth Management first reported a position in Invesco MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • SFG Wealth Management's Invesco MSCI USA ETF position peaked at $326K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q2 2022.

Based on SFG Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.