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Belpointe Asset Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-56
Closed -$1.21K – 2567
2023
Q1 		$1.21K Hold
56
– – ﹤0.01% 3440
2022
Q4 		$1.17K Buy
+56
New +$1.15K ﹤0.01% 3405

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Belpointe Asset Management's PICB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco International Corporate Bond ETF (PICB) in Q2 2023, closing a stake of 56 shares — an estimated $1.21K sold.

Belpointe Asset Management first reported a position in PICB in Q4 2022 and held it in 2 quarters. The position peaked at $1.21K in Q1 2023. 40 funds tracked by Wall St. Rank hold PICB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco International Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 56 Invesco International Corporate Bond ETF shares in Q2 2023, an estimated $1.21K.
  • Belpointe Asset Management first reported a position in Invesco International Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco International Corporate Bond ETF position peaked at $1.21K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.