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

IHT 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
2023 Q2	–	Sell	-79,141	Closed	-$1.86M	–	1007
2023 Q1	$1.86M	Sell	79,141 -235,630	-75%	-$5.48M	0.11%	191
2022 Q4	$7.24M	Buy	+314,771	New	+$7.19M	0.45%	44

Other funds holding PFIG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

IHT Wealth Management's PFIG Position: Q2 2023 in Review

IHT Wealth Management sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q2 2023, closing a stake of 79,141 shares — an estimated $1.86M sold.

IHT Wealth Management first reported a position in PFIG in Q4 2022 and held it in 2 quarters. The position peaked at $7.24M in Q4 2022. 31 funds tracked by Wall St. Rank hold PFIG as of Q2 2023.

IHT Wealth Management reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 79,141 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.86M.
IHT Wealth Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
IHT Wealth Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $7.24M in Q4 2022.
31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.