Carson Wealth (CWM LLC)’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Carson Wealth (CWM LLC)’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
2022 Q1	–	Sell	-1,681	Closed	-$44K	–	3785
2021 Q4	$44K	Buy	+1,681	New	+$44.6K	﹤0.01%	1627
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2987
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2987
2020 Q4	$0	Hold	3	–	–	﹤0.01%	2985
2020 Q3	$0	Hold	3	–	–	﹤0.01%	2984
2020 Q2	$0	Hold	3	–	–	﹤0.01%	2984
2020 Q1	$0	Hold	3	–	–	﹤0.01%	2984
2019 Q4	$0	Hold	3	–	–	﹤0.01%	2983
2019 Q3	$0	Hold	3	–	–	﹤0.01%	2983
2019 Q2	$0	Hold	3	–	–	﹤0.01%	2983
2019 Q1	$0	Buy	+3	New	+$75	﹤0.01%	3195

Other funds holding PFIG

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFIG Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2022, closing a stake of 1,681 shares — an estimated $44K sold.

Carson Wealth (CWM LLC) first reported a position in PFIG in Q1 2019 and held it in 11 quarters. The position peaked at $44K in Q4 2021. 26 funds tracked by Wall St. Rank hold PFIG as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,681 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $44K.
Carson Wealth (CWM LLC) first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $44K in Q4 2021.
26 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.