Sowell Financial Services
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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

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Northern Trust
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W.K. Kellogg Foundation Trust
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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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.