Legacy Financial Group (Iowa)
PICB icon

Legacy Financial Group (Iowa)’s Invesco International Corporate Bond ETF PICB Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-41
Closed -$853 – 381
2023
Q3 		$853 Buy
+41
New +$885 ﹤0.01% 523

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
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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PICB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco International Corporate Bond ETF (PICB) in Q4 2023, closing a stake of 41 shares — an estimated $853 sold.

Legacy Financial Group (Iowa) first reported a position in PICB in Q3 2023 and held it in 1 quarter. The position peaked at $853 in Q3 2023. 41 funds tracked by Wall St. Rank hold PICB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco International Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 41 Invesco International Corporate Bond ETF shares in Q4 2023, an estimated $853.
  • Legacy Financial Group (Iowa) first reported a position in Invesco International Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco International Corporate Bond ETF position peaked at $853 in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.