CIBC Private Wealth Group
PFIG icon

CIBC Private Wealth Group’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

CIBC Private Wealth Group’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
-11,772
Closed -$309K – 910
2019
Q4 		$309K Hold
11,772
– – ﹤0.01% 793
2019
Q3 		$308K Hold
11,772
– – ﹤0.01% 782
2019
Q2 		$305K Buy
+11,772
New +$300K ﹤0.01% 811

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

CIBC Private Wealth Group's PFIG Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2020, closing a stake of 11,772 shares — an estimated $309K sold.

CIBC Private Wealth Group first reported a position in PFIG in Q2 2019 and held it in 3 quarters. The position peaked at $309K in Q4 2019. 35 funds tracked by Wall St. Rank hold PFIG as of Q1 2020.

  • CIBC Private Wealth Group reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,772 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $309K.
  • CIBC Private Wealth Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $309K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.