ARC
PBND

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

Advisor Resource Council’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
2022
Q3 		– Sell
-24,734
Closed -$564K – 533
2022
Q2 		$564K Buy
+24,734
New +$570K 0.05% 271
2022
Q1 		– Sell
-25,323
Closed -$648K – 580
2021
Q4 		$648K Buy
+25,323
New +$652K 0.05% 292
2021
Q3 		– Sell
-20,130
Closed -$522K – 521
2021
Q2 		$522K Buy
+20,130
New +$519K 0.05% 300

Other funds holding PBND

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $217M AUM 14.42% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return