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Sutton Place Investors’s Invesco MSCI USA ETF PBUS Stock Holding History

Sutton Place Investors’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
2024
Q1 		– Sell
-4,555
Closed -$217K – 153
2023
Q4 		$217K Sell
4,555
-1,785
-28% -$79.6K 0.16% 112
2023
Q3 		$271K Sell
6,340
-7,215
-53% -$321K 0.35% 56
2023
Q2 		$600K Buy
+13,555
New +$567K 0.83% 38

Other funds holding PBUS

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Sutton Place Investors's PBUS Position: Q1 2024 in Review

Sutton Place Investors sold out of Invesco MSCI USA ETF (PBUS) in Q1 2024, closing a stake of 4,555 shares — an estimated $217K sold.

Sutton Place Investors first reported a position in PBUS in Q2 2023 and held it in 3 quarters. The position peaked at $600K in Q2 2023. 28 funds tracked by Wall St. Rank hold PBUS as of Q1 2024.

  • Sutton Place Investors reported no remaining Invesco MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Sutton Place Investors sold 4,555 Invesco MSCI USA ETF shares in Q1 2024, an estimated $217K.
  • Sutton Place Investors first reported a position in Invesco MSCI USA ETF in Q2 2023 and held it in 3 quarters.
  • Sutton Place Investors's Invesco MSCI USA ETF position peaked at $600K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Invesco MSCI USA ETF as of Q1 2024.

Based on Sutton Place Investors's 13F filing for Q1 2024, filed 22 Apr 2024.