WWM
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Western Wealth Management’s Invesco International Corporate Bond ETF PICB Stock Holding History

Western Wealth Management’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
2020
Q4 		– Sell
-11,130
Closed -$313K – 491
2020
Q3 		$313K Buy
+11,130
New +$313K 0.05% 328

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APW
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Stifel Financial
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KWM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's PICB Position: Q4 2020 in Review

Western Wealth Management sold out of Invesco International Corporate Bond ETF (PICB) in Q4 2020, closing a stake of 11,130 shares — an estimated $313K sold.

Western Wealth Management first reported a position in PICB in Q3 2020 and held it in 1 quarter. The position peaked at $313K in Q3 2020. 39 funds tracked by Wall St. Rank hold PICB as of Q4 2020.

  • Western Wealth Management reported no remaining Invesco International Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Western Wealth Management sold 11,130 Invesco International Corporate Bond ETF shares in Q4 2020, an estimated $313K.
  • Western Wealth Management first reported a position in Invesco International Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Western Wealth Management's Invesco International Corporate Bond ETF position peaked at $313K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q4 2020.

Based on Western Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.