SFG Wealth Management
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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 $155B AUM 42.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 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.