Wealthspire Advisors (Maryland)’s Invesco International Corporate Bond ETF PICB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-513	Closed	-$13K	–	1586
2019 Q1	$13K	Hold	513	–	–	﹤0.01%	1430
2018 Q4	$13K	Hold	513	–	–	﹤0.01%	1375
2018 Q3	$13K	Hold	513	–	–	﹤0.01%	1442
2018 Q2	$13K	Hold	513	–	–	﹤0.01%	1459
2018 Q1	$14K	Hold	513	–	–	﹤0.01%	1433
2017 Q4	$14K	Buy	+513	New	+$13.9K	﹤0.01%	1461

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

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

APW

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PICB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco International Corporate Bond ETF (PICB) in Q2 2019, closing a stake of 513 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in PICB in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2018. 43 funds tracked by Wall St. Rank hold PICB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco International Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 513 Invesco International Corporate Bond ETF shares in Q2 2019, an estimated $13K.
Wealthspire Advisors (Maryland) first reported a position in Invesco International Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Invesco International Corporate Bond ETF position peaked at $14K in Q1 2018.
43 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.