Clearwater Capital Advisors’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Clearwater Capital Advisors’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
2018 Q2	–	Sell	-2,508	Closed	-$62K	–	452
2018 Q1	$62K	Buy	+2,508	New	+$63.1K	0.01%	279

Other funds holding PFIG

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Clearwater Capital Advisors's PFIG Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q2 2018, closing a stake of 2,508 shares — an estimated $62K sold.

Clearwater Capital Advisors first reported a position in PFIG in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 25 funds tracked by Wall St. Rank hold PFIG as of Q2 2018.

Clearwater Capital Advisors reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,508 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $62K.
Clearwater Capital Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $62K in Q1 2018.
25 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.