Collaborative Wealth Managment Inc.
Position in PBUS — Invesco MSCI USA ETF
CIK 1896419
LAKE MARY, FL
All Filings in PBUS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PBUS | $247,189 | 3,793 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 PBUS | $267,707 | 3,911 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 PBUS | $269,608 | 4,021 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 PBUS | $251,704 | 4,048 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PBUS | $243,574 | 4,348 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 PBUS | $256,878 | 4,362 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PBUS | $250,780 | 4,369 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PBUS | $244,265 | 4,491 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 PBUS | $240,293 | 4,584 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 PBUS | $224,093 | 4,696 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 PBUS | $289,520 | 6,774 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 PBUS | $370,382 | 8,374 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 PBUS | $438,862 | 10,753 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 PBUS | $1,855,781 | 48,785 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 PBUS | $1,861,558 | 52,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PBUS | $2,035,460 | 54,034 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 PBUS | $2,672,418 | 55,525 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 PBUS | $2,201,341 | 54,590 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||