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

Golden State 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
2025
Q1 		– Sell
-562
Closed -$13.2K – 1630
2024
Q4 		$13.2K Buy
+562
New +$13.3K ﹤0.01% 881

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Golden State Wealth Management's PFIG Position: Q1 2025 in Review

Golden State Wealth Management sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2025, closing a stake of 562 shares — an estimated $13.2K sold.

Golden State Wealth Management first reported a position in PFIG in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 34 funds tracked by Wall St. Rank hold PFIG as of Q1 2025.

  • Golden State Wealth Management reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 562 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $13.2K.
  • Golden State Wealth Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $13.2K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.