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

Greenline 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
Q1 		– Sell
-65
Closed -$1.59K – 382
2025
Q4 		$1.59K Buy
+65
New +$1.58K ﹤0.01% 492

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Greenline Wealth Management's PFIG Position: Q1 2026 in Review

Greenline Wealth Management sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2026, closing a stake of 65 shares — an estimated $1.59K sold.

Greenline Wealth Management first reported a position in PFIG in Q4 2025 and held it in 1 quarter. The position peaked at $1.59K in Q4 2025. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • Greenline Wealth Management reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 65 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.59K.
  • Greenline Wealth Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $1.59K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.