Avantax Advisory Services’s Invesco International Corporate Bond ETF PICB Stock Holding History

Avantax Advisory Services’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
2021 Q3	–	Sell	-6,987	Closed	-$204K	–	1215
2021 Q2	$204K	Hold	6,987	–	–	﹤0.01%	1077
2021 Q1	$200K	Hold	6,987	–	–	﹤0.01%	964
2020 Q4	$211K	Sell	6,987 -2,632	-27%	-$76.4K	0.01%	861
2020 Q3	$269K	Buy	+9,619	New	+$270K	﹤0.01%	1081

Other funds holding PICB

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Avantax Advisory Services's PICB Position: Q3 2021 in Review

Avantax Advisory Services sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2021, closing a stake of 6,987 shares — an estimated $204K sold.

Avantax Advisory Services first reported a position in PICB in Q3 2020 and held it in 4 quarters. The position peaked at $269K in Q3 2020. 44 funds tracked by Wall St. Rank hold PICB as of Q3 2021.

Avantax Advisory Services reported no remaining Invesco International Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Avantax Advisory Services sold 6,987 Invesco International Corporate Bond ETF shares in Q3 2021, an estimated $204K.
Avantax Advisory Services first reported a position in Invesco International Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
Avantax Advisory Services's Invesco International Corporate Bond ETF position peaked at $269K in Q3 2020.
44 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2021.

Based on Avantax Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.