Founders Financial Alliance’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Founders Financial Alliance’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
2025 Q4	–	Sell	-108	Closed	-$2.62K	–	683
2025 Q3	$2.62K	Hold	108	–	–	﹤0.01%	676
2025 Q2	$2.6K	Hold	108	–	–	﹤0.01%	515
2025 Q1	$2.57K	Hold	108	–	–	﹤0.01%	581
2024 Q4	$2.54K	Hold	108	–	–	﹤0.01%	546
2024 Q3	$2.61K	Hold	108	–	–	﹤0.01%	556
2024 Q2	$2.52K	Buy	+108	New	+$2.51K	﹤0.01%	530

Other funds holding PFIG

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Founders Financial Alliance's PFIG Position: Q4 2025 in Review

Founders Financial Alliance sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q4 2025, closing a stake of 108 shares — an estimated $2.62K sold.

Founders Financial Alliance first reported a position in PFIG in Q2 2024 and held it in 6 quarters. The position peaked at $2.62K in Q3 2025. 34 funds tracked by Wall St. Rank hold PFIG as of Q4 2025.

Founders Financial Alliance reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Founders Financial Alliance sold 108 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.62K.
Founders Financial Alliance first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Founders Financial Alliance's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $2.62K in Q3 2025.
34 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.