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Acima Private Wealth’s Invesco International Corporate Bond ETF PICB Stock Holding History

Acima Private Wealth’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-427,627
Closed -$9.6M – 196
2023
Q4 		$9.9M Buy
427,627
+7,656
+2% +$165K 3.85% 7
2023
Q3 		$8.74M Buy
419,971
+62,674
+18% +$1.35M 3.89% 3
2023
Q2 		$7.73M Sell
357,297
-1,880
-0.5% -$40.9K 3.7% 4
2023
Q1 		$7.82M Buy
359,177
+664
+0.2% +$14.3K 3.84% 3
2022
Q4 		$7.59M Buy
358,513
+97,859
+38% +$2M 3.89% 3
2022
Q3 		$5.01M Buy
260,654
+8,950
+4% +$191K 2.58% 10
2022
Q2 		$5.55M Buy
251,704
+36,381
+17% +$847K 2.77% 8
2022
Q1 		$5.45M Buy
215,323
+10,215
+5% +$268K 2.52% 8
2021
Q4 		$5.7M Buy
205,108
+18,651
+10% +$522K 2.45% 8
2021
Q3 		$5.25M Buy
186,457
+3,474
+2% +$101K 2.41% 10
2021
Q2 		$5.34M Buy
182,983
+7,329
+4% +$215K 2.45% 9
2021
Q1 		$5.03M Buy
175,654
+6,223
+4% +$184K 2.47% 9
2020
Q4 		$5.12M Buy
169,431
+4,123
+2% +$120K 2.65% 7
2020
Q3 		$4.64M Buy
165,308
+15,427
+10% +$434K 2.8% 6
2020
Q2 		$4.02M Buy
149,881
+586
+0.4% +$15.2K 2.59% 9
2020
Q1 		$3.65M Sell
149,295
-20,444
-12% -$538K 2.81% 7
2019
Q4 		$4.61M Buy
169,739
+3,942
+2% +$105K 3.18% 6
2019
Q3 		$4.34M Sell
165,797
-1,948
-1% -$51.5K 3.32% 5
2019
Q2 		$4.47M Buy
167,745
+3,859
+2% +$101K 3.52% 5
2019
Q1 		$4.29M Sell
163,886
-94,284
-37% -$2.43M 3.67% 6
2018
Q4 		$6.5M Buy
+258,170
New +$6.53M 6.37% 2

Other funds holding PICB

UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Acima Private Wealth's PICB Position: Q1 2024 in Review

Acima Private Wealth sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2024, closing a stake of 427,627 shares — an estimated $9.6M sold.

Acima Private Wealth first reported a position in PICB in Q4 2018 and held it in 21 quarters. The position peaked at $9.9M in Q4 2023. 35 funds tracked by Wall St. Rank hold PICB as of Q1 2024.

  • Acima Private Wealth reported no remaining Invesco International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 427,627 Invesco International Corporate Bond ETF shares in Q1 2024, an estimated $9.6M.
  • Acima Private Wealth first reported a position in Invesco International Corporate Bond ETF in Q4 2018 and held it in 21 quarters.
  • Acima Private Wealth's Invesco International Corporate Bond ETF position peaked at $9.9M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.