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Forum Finance Group’s Invesco International Corporate Bond ETF PICB Stock Holding History

Forum Finance Group’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
Q2 		$105K Sell
5,600
-3,850
-41% -$90.2K 0.04% 186
2026
Q1 		$175K Buy
+9,450
New +$225K 0.09% 137

Other funds holding PICB

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DF
Dunhill Financial London, United Kingdom $489M AUM 18.59% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

Forum Finance Group's PICB Position: Q2 2026 in Review

Forum Finance Group reduced its Invesco International Corporate Bond ETF (PICB) stake by 41% in Q2 2026, selling an estimated $90.2K and leaving 5,600 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #186.

Forum Finance Group first reported a position in PICB in Q1 2026 and has held it in 2 quarters since. The position peaked at $175K in Q1 2026. 69 funds tracked by Wall St. Rank hold PICB as of Q2 2026.

  • Forum Finance Group held 5,600 shares of Invesco International Corporate Bond ETF worth $105K as of Q2 2026.
  • Forum Finance Group sold 3,850 Invesco International Corporate Bond ETF shares in Q2 2026, an estimated $90.2K.
  • Invesco International Corporate Bond ETF made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #186 holding.
  • Forum Finance Group first reported a position in Invesco International Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Invesco International Corporate Bond ETF position peaked at $175K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.