ACA
PBND

Aptus Capital Advisors’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Aptus Capital Advisors’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
2023
Q1 		– Sell
-39
Closed -$849 – 923
2022
Q4 		$849 Hold
39
– – ﹤0.01% 771
2022
Q3 		$1K Buy
+39
New +$885 ﹤0.01% 763

Other funds holding PBND

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's PBND Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q1 2023, closing a stake of 39 shares — an estimated $849 sold.

Aptus Capital Advisors first reported a position in PBND in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 14 funds tracked by Wall St. Rank hold PBND as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 39 Invesco PureBeta US Aggregate Bond ETF shares in Q1 2023, an estimated $849.
  • Aptus Capital Advisors first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco PureBeta US Aggregate Bond ETF position peaked at $1K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.