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Sowell Financial Services’s Invesco MSCI USA ETF PBUS Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-54,548
Closed -$1.4M – 445
2022
Q2 		$1.4M Buy
+54,548
New +$2.24M 0.13% 139

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sowell Financial Services's PBUS Position: Q3 2022 in Review

Sowell Financial Services sold out of Invesco MSCI USA ETF (PBUS) in Q3 2022, closing a stake of 54,548 shares — an estimated $1.4M sold.

Sowell Financial Services first reported a position in PBUS in Q2 2022 and held it in 1 quarter. The position peaked at $1.4M in Q2 2022. 19 funds tracked by Wall St. Rank hold PBUS as of Q3 2022.

  • Sowell Financial Services reported no remaining Invesco MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Sowell Financial Services sold 54,548 Invesco MSCI USA ETF shares in Q3 2022, an estimated $1.4M.
  • Sowell Financial Services first reported a position in Invesco MSCI USA ETF in Q2 2022 and held it in 1 quarter.
  • Sowell Financial Services's Invesco MSCI USA ETF position peaked at $1.4M in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q3 2022.

Based on Sowell Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.