CWM
PFIG icon

Copia Wealth Management’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Copia Wealth Management’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 		$320K Sell
13,387
-984
-7% -$23.6K 0.19% 91
2026
Q1 		$345K Sell
14,371
-737
-5% -$17.9K 0.24% 82
2025
Q4 		$367K Sell
15,108
-2,001
-12% -$48.6K 0.26% 75
2025
Q3 		$415K Hold
17,109
– – 0.31% 68
2025
Q2 		$412K Sell
17,109
-112
-0.7% -$2.66K 0.35% 59
2025
Q1 		$410K Sell
17,221
-3,868
-18% -$91.4K 0.38% 52
2024
Q4 		$495K Buy
+21,089
New +$501K 0.47% 46

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

Copia Wealth Management's PFIG Position: Q2 2026 in Review

Copia Wealth Management reduced its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 6.8% in Q2 2026, selling an estimated $23.6K and leaving 13,387 shares worth $320K. The position accounts for 0.19% of the portfolio, ranked #91.

Copia Wealth Management first reported a position in PFIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $495K in Q4 2024. 33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

  • Copia Wealth Management held 13,387 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $320K as of Q2 2026.
  • Copia Wealth Management sold 984 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23.6K.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.19% of Copia Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Copia Wealth Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $495K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.