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

Castleview 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
2022
Q3 		– Sell
-44
Closed -$741 – 715
2022
Q2 		$741 Sell
44
-56
-56% -$1.33K ﹤0.01% 711
2022
Q1 		$2K Buy
+100
New +$2.53K ﹤0.01% 651
2021
Q2 		$3K Buy
+100
New +$2.69K ﹤0.01% 840

Other funds holding PFIG

Jane Street
Jane Street New York $777B AUM 61.18% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Castleview Partners's PFIG Position: Q3 2022 in Review

Castleview Partners sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2022, closing a stake of 44 shares — an estimated $741 sold.

Castleview Partners first reported a position in PFIG in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 22 funds tracked by Wall St. Rank hold PFIG as of Q3 2022.

  • Castleview Partners reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 44 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $741.
  • Castleview Partners first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $3K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.