Consultiva Wealth Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Consultiva Wealth 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 Q3	$28.8K	Buy	1,384 +6	+0.4%	+$129	0.74%	17
2023 Q2	$29.8K	Buy	1,378 +5	+0.4%	+$109	0.75%	17
2023 Q1	$29.9K	Buy	1,373 +6	+0.4%	+$129	0.77%	17
2022 Q4	$28.9K	Buy	1,367 +4	+0.3%	+$82	0.75%	19
2022 Q3	$26K	Buy	1,363 +4	+0.3%	+$86	0.73%	19
2022 Q2	$30K	Buy	1,359 +3	+0.2%	+$70	0.84%	20
2022 Q1	$34K	Buy	1,356 +3	+0.2%	+$79	0.82%	18
2021 Q4	$38K	Buy	1,353 +6	+0.4%	+$168	0.87%	18
2021 Q3	$38K	Buy	+1,347	New	+$39.2K	0.87%	18
2021 Q1	$38K	Buy	1,342 +2	+0.1%	+$59	0.82%	22
2020 Q4	$40K	Buy	+1,340	New	+$38.9K	0.93%	23
2019 Q2	$39K	Buy	+1,344	New	+$35.1K	0.79%	24

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

WCFA

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

Consultiva Wealth Management's PICB Position: Q3 2023 in Review

Consultiva Wealth Management increased its Invesco International Corporate Bond ETF (PICB) stake by 0.44% in Q3 2023, buying an estimated $129 and bringing the position to 1,384 shares worth $28.8K. The position accounts for 0.74% of the portfolio, ranked #17.

Consultiva Wealth Management first reported a position in PICB in Q2 2019 and has held it in 12 quarters since. The position peaked at $40K in Q4 2020. 41 funds tracked by Wall St. Rank hold PICB as of Q3 2023.

Consultiva Wealth Management held 1,384 shares of Invesco International Corporate Bond ETF worth $28.8K as of Q3 2023.
Consultiva Wealth Management bought 6 Invesco International Corporate Bond ETF shares in Q3 2023, an estimated $129.
Invesco International Corporate Bond ETF made up 0.74% of Consultiva Wealth Management's portfolio in Q3 2023, its #17 holding.
Consultiva Wealth Management first reported a position in Invesco International Corporate Bond ETF in Q2 2019 and has held it in 12 quarters since.
Consultiva Wealth Management's Invesco International Corporate Bond ETF position peaked at $40K in Q4 2020.
41 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.