Kelly Financial Services’s Invesco International Corporate Bond ETF PICB Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-1	Closed	-$22	–	571
2024 Q2	$22	Hold	1	–	–	﹤0.01%	785
2024 Q1	$22	Sell	1 -169	-99%	-$3.78K	﹤0.01%	793
2023 Q4	$3.92K	Buy	170 +1	+0.6%	+$22	﹤0.01%	501
2023 Q3	$3.52K	Sell	169 -29	-15%	-$626	﹤0.01%	494
2023 Q2	$4.28K	Buy	198 +1	+0.5%	+$22	﹤0.01%	467
2023 Q1	$4.28K	Buy	+197	New	+$4.24K	﹤0.01%	446

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

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

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

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

Kelly Financial Services's PICB Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2024, closing a stake of 1 share — an estimated $22 sold.

Kelly Financial Services first reported a position in PICB in Q1 2023 and held it in 6 quarters. The position peaked at $4.28K in Q1 2023. 32 funds tracked by Wall St. Rank hold PICB as of Q3 2024.

Kelly Financial Services reported no remaining Invesco International Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 1 Invesco International Corporate Bond ETF share in Q3 2024, an estimated $22.
Kelly Financial Services first reported a position in Invesco International Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Kelly Financial Services's Invesco International Corporate Bond ETF position peaked at $4.28K in Q1 2023.
32 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.