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Ausdal Financial Partners’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Ausdal Financial Partners’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
2020
Q1 		– Sell
-23,241
Closed -$616K – 334
2019
Q4 		$616K Buy
23,241
+1,379
+6% +$36.2K 0.18% 142
2019
Q3 		$573K Buy
21,862
+13,215
+153% +$345K 0.2% 131
2019
Q2 		$224K Buy
+8,647
New +$221K 0.09% 256

Other funds holding PFIG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ausdal Financial Partners's PFIG Position: Q1 2020 in Review

Ausdal Financial Partners sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2020, closing a stake of 23,241 shares — an estimated $616K sold.

Ausdal Financial Partners first reported a position in PFIG in Q2 2019 and held it in 3 quarters. The position peaked at $616K in Q4 2019. 35 funds tracked by Wall St. Rank hold PFIG as of Q1 2020.

  • Ausdal Financial Partners reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Ausdal Financial Partners sold 23,241 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $616K.
  • Ausdal Financial Partners first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Ausdal Financial Partners's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $616K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Ausdal Financial Partners's 13F filing for Q1 2020, filed 4 May 2020.