Arkadios Wealth Advisors’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Arkadios Wealth Advisors’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 Q2	$10.7M	Buy	445,889 +166,457	+60%	+$3.99M	0.16%	144
2026 Q1	$6.71M	Buy	279,432 +180,363	+182%	+$4.37M	0.11%	216
2025 Q4	$2.41M	Buy	+99,069	New	+$2.41M	0.05%	400

Other funds holding PFIG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arkadios Wealth Advisors's PFIG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 60% in Q2 2026, buying an estimated $3.99M and bringing the position to 445,889 shares worth $10.7M. The position accounts for 0.16% of the portfolio, ranked #144.

Arkadios Wealth Advisors first reported a position in PFIG in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

Arkadios Wealth Advisors held 445,889 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $10.7M as of Q2 2026.
Arkadios Wealth Advisors bought 166,457 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.99M.
Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Arkadios Wealth Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.