Cape Investment Advisory’s Invesco International Corporate Bond ETF PICB Stock Holding History

Cape Investment Advisory’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
2026 Q1	–	Sell	-4,137	Closed	-$98.8K	–	915
2025 Q4	$98.8K	Buy	4,137 +37	+0.9%	+$877	0.03%	304
2025 Q3	$97.7K	Buy	4,100 +2,838	+225%	+$67.6K	0.1%	166
2025 Q2	$30.5K	Buy	+1,262	New	+$29.4K	0.01%	443

Other funds holding PICB

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

CCA

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

UFAC

Urban Financial Advisory Corp Chicago, Illinois $283M AUM 13.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return

Cape Investment Advisory's PICB Position: Q1 2026 in Review

Cape Investment Advisory sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2026, closing a stake of 4,137 shares — an estimated $98.8K sold.

Cape Investment Advisory first reported a position in PICB in Q2 2025 and held it in 3 quarters. The position peaked at $98.8K in Q4 2025. 65 funds tracked by Wall St. Rank hold PICB as of Q1 2026.

Cape Investment Advisory reported no remaining Invesco International Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 4,137 Invesco International Corporate Bond ETF shares in Q1 2026, an estimated $98.8K.
Cape Investment Advisory first reported a position in Invesco International Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
Cape Investment Advisory's Invesco International Corporate Bond ETF position peaked at $98.8K in Q4 2025.
65 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.