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Strategic Financial Partners’s Invesco International Corporate Bond ETF PICB Stock Holding History

Strategic Financial Partners’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 		– Sell
-27,878
Closed -$643K – 77
2023
Q4 		$643K Sell
27,878
-144
-0.5% -$3.11K 0.37% 37
2023
Q3 		$583K Sell
28,022
-651
-2% -$14.1K 0.35% 39
2023
Q2 		$620K Buy
28,673
+47
+0.2% +$1.02K 0.35% 39
2023
Q1 		$623K Buy
28,626
+1,101
+4% +$23.7K 0.38% 38
2022
Q4 		$582K Buy
27,525
+3
+0% +$61 0.36% 37
2022
Q3 		$529K Sell
27,522
-5,095
-16% -$109K 0.34% 34
2022
Q2 		$719K Sell
32,617
-143
-0.4% -$3.33K 0.42% 32
2022
Q1 		$830K Buy
32,760
+1,865
+6% +$49K 0.42% 32
2021
Q4 		$858K Sell
30,895
-656
-2% -$18.4K 0.42% 34
2021
Q3 		$888K Buy
31,551
+1,869
+6% +$54.4K 0.48% 30
2021
Q2 		$866K Buy
29,682
+2,451
+9% +$72.1K 0.48% 29
2021
Q1 		$780K Buy
27,231
+2,980
+12% +$87.9K 0.46% 29
2020
Q4 		$733K Buy
24,251
+625
+3% +$18.1K 0.48% 28
2020
Q3 		$664K Buy
23,626
+2,865
+14% +$80.5K 0.52% 29
2020
Q2 		$556K Sell
20,761
-2,039
-9% -$52.8K 0.46% 32
2020
Q1 		$558K Buy
22,800
+73
+0.3% +$1.92K 0.59% 30
2019
Q4 		$617K Buy
+22,727
New +$605K 0.51% 35

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

Strategic Financial Partners's PICB Position: Q1 2024 in Review

Strategic Financial Partners sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2024, closing a stake of 27,878 shares — an estimated $643K sold.

Strategic Financial Partners first reported a position in PICB in Q4 2019 and held it in 17 quarters. The position peaked at $888K in Q3 2021. 36 funds tracked by Wall St. Rank hold PICB as of Q1 2024.

  • Strategic Financial Partners reported no remaining Invesco International Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Financial Partners sold 27,878 Invesco International Corporate Bond ETF shares in Q1 2024, an estimated $643K.
  • Strategic Financial Partners first reported a position in Invesco International Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Strategic Financial Partners's Invesco International Corporate Bond ETF position peaked at $888K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2024.

Based on Strategic Financial Partners's 13F filing for Q1 2024, filed 10 Jul 2024.