Sigma Planning Corp’s Invesco International Corporate Bond ETF PICB Stock Holding History

Sigma Planning Corp’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
2022 Q2	–	Sell	-9,670	Closed	-$245K	–	1398
2022 Q1	$245K	Sell	9,670 -2,731	-22%	-$71.8K	0.01%	1157
2021 Q4	$345K	Buy	+12,401	New	+$347K	0.01%	1005
2015 Q1	–	Sell	-8,841	Closed	-$251K	–	780
2014 Q4	$251K	Buy	+8,841	New	+$254K	0.03%	570

Other funds holding PICB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sigma Planning Corp's PICB Position: Q2 2022 in Review

Sigma Planning Corp sold out of Invesco International Corporate Bond ETF (PICB) in Q2 2022, closing a stake of 9,670 shares — an estimated $245K sold.

Sigma Planning Corp first reported a position in PICB in Q4 2014 and held it in 3 quarters. The position peaked at $345K in Q4 2021. 41 funds tracked by Wall St. Rank hold PICB as of Q2 2022.

Sigma Planning Corp reported no remaining Invesco International Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 9,670 Invesco International Corporate Bond ETF shares in Q2 2022, an estimated $245K.
Sigma Planning Corp first reported a position in Invesco International Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Sigma Planning Corp's Invesco International Corporate Bond ETF position peaked at $345K in Q4 2021.
41 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.