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VisionPoint Advisory Group’s Invesco International Corporate Bond ETF PICB Stock Holding History

VisionPoint Advisory Group’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
-43
Closed -$946 – 629
2024
Q2 		$946 Hold
43
– – ﹤0.01% 724
2024
Q1 		$962 Buy
+43
New +$961 ﹤0.01% 727

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
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
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

VisionPoint Advisory Group's PICB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2024, closing a stake of 43 shares — an estimated $946 sold.

VisionPoint Advisory Group first reported a position in PICB in Q1 2024 and held it in 2 quarters. The position peaked at $962 in Q1 2024. 32 funds tracked by Wall St. Rank hold PICB as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Invesco International Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 43 Invesco International Corporate Bond ETF shares in Q3 2024, an estimated $946.
  • VisionPoint Advisory Group first reported a position in Invesco International Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Invesco International Corporate Bond ETF position peaked at $962 in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.