AG
PBND

Advisor Group’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Advisor Group’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$329K Buy
12,805
+3,630
+40% +$93.3K ﹤0.01% 1979
2019
Q3 		$236K Buy
+9,175
New +$235K ﹤0.01% 2197

Other funds holding PBND

CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Group's PBND Position: Q4 2019 in Review

Advisor Group increased its Invesco PureBeta US Aggregate Bond ETF (PBND) stake by 40% in Q4 2019, buying an estimated $93.3K and bringing the position to 12,805 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Advisor Group first reported a position in PBND in Q3 2019 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold PBND as of Q4 2019.

  • Advisor Group held 12,805 shares of Invesco PureBeta US Aggregate Bond ETF worth $329K as of Q4 2019.
  • Advisor Group bought 3,630 Invesco PureBeta US Aggregate Bond ETF shares in Q4 2019, an estimated $93.3K.
  • Invesco PureBeta US Aggregate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1979 holding.
  • Advisor Group first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.