GI
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Gradient Investments’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Gradient Investments’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
Q2 		– Sell
-84
Closed -$2K – 1163
2020
Q1 		$2K Buy
+84
New +$2.19K ﹤0.01% 933

Other funds holding PFIG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Gradient Investments's PFIG Position: Q2 2020 in Review

Gradient Investments sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q2 2020, closing a stake of 84 shares — an estimated $2K sold.

Gradient Investments first reported a position in PFIG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 32 funds tracked by Wall St. Rank hold PFIG as of Q2 2020.

  • Gradient Investments reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 84 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $2K.
  • Gradient Investments first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.