Carson Wealth (CWM LLC)’s Invesco International Corporate Bond ETF PICB Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q2	–	Sell	-131	Closed	-$3K	–	5255
2025 Q1	$3K	Buy	+131	New	+$2.87K	﹤0.01%	4664
2023 Q2	–	Sell	-59	Closed	-$1K	–	4399
2023 Q1	$1K	Buy	+59	New	+$1.27K	﹤0.01%	3891
2022 Q4	–	Sell	-204	Closed	-$4K	–	4180
2022 Q3	$4K	Sell	204 -2,391	-92%	-$51.1K	﹤0.01%	3200
2022 Q2	$57K	Buy	2,595 +2,420	+1,383%	+$56.3K	﹤0.01%	1569
2022 Q1	$4K	Buy	+175	New	+$4.6K	﹤0.01%	2946

Other funds holding PICB

UFAC

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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

1NWS

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

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

FIM

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

Carson Wealth (CWM LLC)'s PICB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco International Corporate Bond ETF (PICB) in Q2 2025, closing a stake of 131 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in PICB in Q1 2022 and held it in 5 quarters. The position peaked at $57K in Q2 2022. 52 funds tracked by Wall St. Rank hold PICB as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining Invesco International Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 131 Invesco International Corporate Bond ETF shares in Q2 2025, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Invesco International Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Invesco International Corporate Bond ETF position peaked at $57K in Q2 2022.
52 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.