WealthShield Partners’s Invesco PureBeta FTSE Developed ex-North America ETF PBDM Stock Holding History

WealthShield Partners’s Portfolio PBDM Stock Details PBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,973	Closed	-$382K	–	783
2021 Q2	$382K	Buy	12,973 +2,396	+23%	+$70.7K	0.06%	180
2021 Q1	$298K	Buy	+10,577	New	+$298K	0.05%	209

Other funds holding PBDM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthShield Partners's PBDM Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco PureBeta FTSE Developed ex-North America ETF (PBDM) in Q3 2021, closing a stake of 12,973 shares — an estimated $382K sold.

WealthShield Partners first reported a position in PBDM in Q1 2021 and held it in 2 quarters. The position peaked at $382K in Q2 2021. 7 funds tracked by Wall St. Rank hold PBDM as of Q3 2021.

WealthShield Partners reported no remaining Invesco PureBeta FTSE Developed ex-North America ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 12,973 Invesco PureBeta FTSE Developed ex-North America ETF shares in Q3 2021, an estimated $382K.
WealthShield Partners first reported a position in Invesco PureBeta FTSE Developed ex-North America ETF in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Invesco PureBeta FTSE Developed ex-North America ETF position peaked at $382K in Q2 2021.
7 funds tracked by Wall St. Rank held Invesco PureBeta FTSE Developed ex-North America ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.