GI
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Gradient Investments’s Invesco International Corporate Bond ETF PICB Stock Holding History

Gradient Investments’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
2024
Q1 		– Hold
0
– – – 1204
2023
Q4 		– Hold
0
– – – 1809
2023
Q3 		– Hold
0
– – – 1785
2018
Q3 		– Sell
-380
Closed -$10K – 1036
2018
Q2 		$10K Hold
380
– – ﹤0.01% 610
2018
Q1 		$11K Buy
+380
New +$10.6K ﹤0.01% 611

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
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Gradient Investments's PICB Position: Q1 2024 in Review

Gradient Investments held its Invesco International Corporate Bond ETF (PICB) position steady in Q1 2024 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Gradient Investments first reported a position in PICB in Q1 2018 and has held it in 2 quarters since. The position peaked at $11K in Q1 2018. 36 funds tracked by Wall St. Rank hold PICB as of Q1 2024.

  • Gradient Investments held 0 shares of Invesco International Corporate Bond ETF worth $11 as of Q1 2024.
  • Gradient Investments left its Invesco International Corporate Bond ETF share count unchanged in Q1 2024.
  • Invesco International Corporate Bond ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1204 holding.
  • Gradient Investments first reported a position in Invesco International Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • Gradient Investments's Invesco International Corporate Bond ETF position peaked at $11K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.