AWM
PICB icon

Activest Wealth Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Activest Wealth Management’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
2023
Q1 		– Sell
-3,420
Closed -$72.4K – 487
2022
Q4 		$72.4K Hold
3,420
– – 0.02% 159
2022
Q3 		$66K Buy
+3,420
New +$73.1K 0.02% 167

Other funds holding PICB

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Activest Wealth Management's PICB Position: Q1 2023 in Review

Activest Wealth Management sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2023, closing a stake of 3,420 shares — an estimated $72.4K sold.

Activest Wealth Management first reported a position in PICB in Q3 2022 and held it in 2 quarters. The position peaked at $72.4K in Q4 2022. 43 funds tracked by Wall St. Rank hold PICB as of Q1 2023.

  • Activest Wealth Management reported no remaining Invesco International Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 3,420 Invesco International Corporate Bond ETF shares in Q1 2023, an estimated $72.4K.
  • Activest Wealth Management first reported a position in Invesco International Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Invesco International Corporate Bond ETF position peaked at $72.4K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.