IA
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Insight Advisors’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Insight Advisors’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 		$710K Buy
29,542
+619
+2% +$15K 0.14% 102
2025
Q4 		$702K Sell
28,923
-58
-0.2% -$1.41K 0.11% 127
2025
Q3 		$702K Sell
28,981
-550
-2% -$13.3K 0.11% 125
2025
Q2 		$711K Sell
29,531
-38
-0.1% -$904 0.11% 116
2025
Q1 		$704K Buy
29,569
+5,805
+24% +$137K 0.12% 110
2024
Q4 		$559K Buy
23,764
+1,391
+6% +$33K 0.09% 146
2024
Q3 		$540K Buy
22,373
+5,916
+36% +$141K 0.09% 151
2024
Q2 		$384K Buy
16,457
+1,941
+13% +$45.2K 0.07% 196
2024
Q1 		$340K Sell
14,516
-1,523
-9% -$35.8K 0.07% 213
2023
Q4 		$380K Sell
16,039
-62
-0.4% -$1.42K 0.08% 181
2023
Q3 		$363K Buy
16,101
+31
+0.2% +$711 0.08% 182
2023
Q2 		$371K Sell
16,070
-76
-0.5% -$1.77K 0.08% 183
2023
Q1 		$379K Buy
16,146
+1,078
+7% +$25.1K 0.09% 191
2022
Q4 		$347K Sell
15,068
-1,315
-8% -$30K 0.12% 221
2022
Q3 		$369K Sell
16,383
-1,556
-9% -$36.6K 0.15% 182
2022
Q2 		$432K Sell
17,939
-5,390
-23% -$128K 0.15% 177
2022
Q1 		$576K Sell
23,329
-4,450
-16% -$113K 0.17% 151
2021
Q4 		$728K Sell
27,779
-135
-0.5% -$3.58K 0.21% 113
2021
Q3 		$746K Sell
27,914
-3,703
-12% -$100K 0.22% 119
2021
Q2 		$859K Sell
31,617
-3,998
-11% -$107K 0.27% 96
2021
Q1 		$954K Buy
35,615
+4,131
+13% +$112K 0.3% 88
2020
Q4 		$865K Buy
+31,484
New +$862K 0.33% 82

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Insight Advisors's PFIG Position: Q1 2026 in Review

Insight Advisors increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 2.1% in Q1 2026, buying an estimated $15K and bringing the position to 29,542 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #102.

Insight Advisors first reported a position in PFIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $954K in Q1 2021. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • Insight Advisors held 29,542 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $710K as of Q1 2026.
  • Insight Advisors bought 619 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15K.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.14% of Insight Advisors's portfolio in Q1 2026, its #102 holding.
  • Insight Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $954K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.