Kingsview Wealth Management, LLC Invesco ETF Tr Ii Intl Corp Bd Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$21.45 - $25.36 $462,848 - $547,218	-21,578 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$24.8 - $27.82 $443,622 - $497,644	17,888 New	17,888 $452,000
Q4 2021 Feb 17, 2022	BUY	$27.49 - $28.62 $121,698 - $126,700	4,427 Added 25.81%	21,578 $599,000
Q3 2021 Dec 03, 2021	BUY	$28.13 - $29.63 $47,455 - $49,985	1,687 Added 10.91%	17,151 $483,000
Q2 2021 Aug 17, 2021	SELL	$28.88 - $29.85 $3,350 - $3,462	-116 Reduced 0.74%	15,464 $450,000
Q1 2021 May 24, 2021	SELL	$28.5 - $30.22 $1.16 Million - $1.23 Million	-40,667 Reduced 72.3%	15,580 $450,000
Q4 2020 Feb 16, 2021	BUY	$28.09 - $30.22 $165,618 - $178,177	5,896 Added 11.71%	56,247 $1.7 Million
Q3 2020 Nov 19, 2020	BUY	$26.88 - $28.81 $1.35 Million - $1.45 Million	50,351 New	50,351 $1.42 Million

Others Institutions Holding PICB

# of Institutions

33

Shares Held

3.71M

Call Options Held

0

Put Options Held

0

Urban Financial Advisory Corp Chicago, IL

895K
Shares

$19.6 Million
11.56% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

727K
Shares

$15.9 Million
0.96% of portfolio
Tanager Wealth Management LLP

569K
Shares

$12.4 Million
1.79% of portfolio
Peak Financial Management, Inc.

353K
Shares

$7.71 Million
2.46% of portfolio
Wells Fargo & Company San Francisco, CA

225K
Shares

$4.91 Million
0.0% of portfolio

About INVESCO ETF TR II INTL CORP BD

Ticker PICB
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