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Peak Financial Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Peak Financial 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
2025
Q1 		– Sell
-345,464
Closed -$7.46M – 105
2024
Q4 		$7.46M Sell
345,464
-7,439
-2% -$166K 2.23% 18
2024
Q3 		$8.26M Buy
352,903
+6,139
+2% +$140K 2.43% 17
2024
Q2 		$7.63M Buy
346,764
+5,565
+2% +$123K 2.39% 17
2024
Q1 		$7.63M Buy
341,199
+5,367
+2% +$120K 2.42% 17
2023
Q4 		$7.74M Buy
335,832
+27,561
+9% +$594K 2.6% 15
2023
Q3 		$6.41M Buy
308,271
+221,631
+256% +$4.78M 2.33% 17
2023
Q2 		$1.87M Buy
+86,640
New +$1.88M 0.67% 31

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 $1.15B AUM 19.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Peak Financial Management's PICB Position: Q1 2025 in Review

Peak Financial Management sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2025, closing a stake of 345,464 shares — an estimated $7.46M sold.

Peak Financial Management first reported a position in PICB in Q2 2023 and held it in 7 quarters. The position peaked at $8.26M in Q3 2024. 41 funds tracked by Wall St. Rank hold PICB as of Q1 2025.

  • Peak Financial Management reported no remaining Invesco International Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Management sold 345,464 Invesco International Corporate Bond ETF shares in Q1 2025, an estimated $7.46M.
  • Peak Financial Management first reported a position in Invesco International Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Peak Financial Management's Invesco International Corporate Bond ETF position peaked at $8.26M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2025.

Based on Peak Financial Management's 13F filing for Q1 2025, filed 13 May 2025.