AWM
PFIG icon

AE Wealth Management’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

AE Wealth Management’s Portfolio PFIG Stock Details PFIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87K Buy
78
+4
+5% +$97 ﹤0.01% 2476
2025
Q4 		$1.8K Buy
74
+8
+12% +$194 ﹤0.01% 2346
2025
Q3 		$1.6K Hold
66
– – ﹤0.01% 2183
2025
Q2 		$1.59K Sell
66
-31
-32% -$737 ﹤0.01% 2055
2025
Q1 		$2.31K Hold
97
– – ﹤0.01% 2021
2024
Q4 		$2.28K Buy
+97
New +$2.3K ﹤0.01% 1989
2020
Q2 		– Sell
-19,601
Closed -$498K – 1320
2020
Q1 		$498K Buy
19,601
+3,194
+19% +$83.2K 0.01% 681
2019
Q4 		$431K Buy
16,407
+4,236
+35% +$111K 0.01% 783
2019
Q3 		$319K Buy
12,171
+1,705
+16% +$44.5K 0.01% 763
2019
Q2 		$271K Buy
+10,466
New +$267K 0.01% 790

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return