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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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's PFIG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 182% in Q1 2026, buying an estimated $4.37M and bringing the position to 279,432 shares worth $6.71M. The position accounts for 0.11% of the portfolio, ranked #216.

Arkadios Wealth Advisors first reported a position in PFIG in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • Arkadios Wealth Advisors held 279,432 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $6.71M as of Q1 2026.
  • Arkadios Wealth Advisors bought 180,363 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.37M.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.11% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.