CIAS
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Capital Investment Advisory Services’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Capital Investment Advisory Services’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 		$214K Sell
8,959
-173
-2% -$4.15K 0.01% 684
2026
Q1 		$219K Buy
9,132
+313
+4% +$7.59K 0.02% 599
2025
Q4 		$214K Sell
8,819
-786
-8% -$19.1K 0.02% 592
2025
Q3 		$233K Sell
9,605
-2,028
-17% -$49K 0.02% 543
2025
Q2 		$280K Buy
11,633
+20
+0.2% +$476 0.02% 471
2025
Q1 		$277K Sell
11,613
-1,341
-10% -$31.7K 0.02% 456
2024
Q4 		$304K Sell
12,954
-4,694
-27% -$111K 0.03% 395
2024
Q3 		$426K Buy
17,648
+23
+0.1% +$549 0.04% 332
2024
Q2 		$412K Buy
17,625
+22
+0.1% +$512 0.04% 324
2024
Q1 		$413K Buy
17,603
+20
+0.1% +$470 0.04% 338
2023
Q4 		$417K Buy
17,583
+22
+0.1% +$504 0.04% 336
2023
Q3 		$396K Buy
17,561
+20
+0.1% +$459 0.04% 328
2023
Q2 		$405K Buy
17,541
+18
+0.1% +$420 0.04% 312
2023
Q1 		$411K Buy
17,523
+18
+0.1% +$419 0.05% 299
2022
Q4 		$403K Buy
17,505
+14
+0.1% +$320 0.05% 316
2022
Q3 		$394K Sell
17,491
-330
-2% -$7.76K 0.05% 300
2022
Q2 		$418K Buy
17,821
+12
+0.1% +$286 0.05% 289
2022
Q1 		$440K Sell
17,809
-489
-3% -$12.4K 0.05% 307
2021
Q4 		$479K Sell
18,298
-999
-5% -$26.5K 0.06% 280
2021
Q3 		$517K Buy
19,297
+11
+0.1% +$297 0.07% 258
2021
Q2 		$520K Sell
19,286
-1,201
-6% -$32.2K 0.07% 267
2021
Q1 		$546K Sell
20,487
-2,315
-10% -$62.6K 0.08% 234
2020
Q4 		$626K Buy
22,802
+4,542
+25% +$124K 0.09% 216
2020
Q3 		$499K Buy
18,260
+7,785
+74% +$213K 0.09% 201
2020
Q2 		$285K Buy
10,475
+9
+0.1% +$239 0.06% 251
2020
Q1 		$266K Buy
10,466
+9
+0.1% +$235 0.06% 242
2019
Q4 		$274K Buy
10,457
+290
+3% +$7.6K 0.07% 245
2019
Q3 		$266K Buy
10,167
+10
+0.1% +$261 0.07% 230
2019
Q2 		$263K Buy
10,157
+3
+0% +$77 0.08% 235
2019
Q1 		$258K Buy
10,154
+862
+9% +$21.5K 0.1% 183
2018
Q4 		$229K Buy
9,292
+822
+10% +$20.2K 0.1% 183
2018
Q3 		$209K Buy
+8,470
New +$210K 0.1% 207

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Investment Advisory Services's PFIG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 1.9% in Q2 2026, selling an estimated $4.15K and leaving 8,959 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #684.

Capital Investment Advisory Services first reported a position in PFIG in Q3 2018 and has held it in 32 quarters since. The position peaked at $626K in Q4 2020. 33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

  • Capital Investment Advisory Services held 8,959 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $214K as of Q2 2026.
  • Capital Investment Advisory Services sold 173 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.15K.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #684 holding.
  • Capital Investment Advisory Services first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Capital Investment Advisory Services's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $626K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.