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Kestra Advisory Services’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Kestra Advisory Services’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
-2,253
Closed -$54.7K – 4055
2025
Q4 		$54.7K Sell
2,253
-9,812
-81% -$238K ﹤0.01% 3872
2025
Q3 		$292K Sell
12,065
-161
-1% -$3.89K ﹤0.01% 2466
2025
Q2 		$294K Sell
12,226
-3,028
-20% -$72K ﹤0.01% 2365
2025
Q1 		$363K Buy
15,254
+3,265
+27% +$77.2K ﹤0.01% 2038
2024
Q4 		$282K Sell
11,989
-535
-4% -$12.7K ﹤0.01% 2266
2024
Q3 		$302K Sell
12,524
-1,209
-9% -$28.8K ﹤0.01% 2084
2024
Q2 		$321K Sell
13,733
-1,219
-8% -$28.4K ﹤0.01% 2072
2024
Q1 		$351K Buy
14,952
+1,220
+9% +$28.6K ﹤0.01% 1897
2023
Q4 		$326K Buy
13,732
+3,850
+39% +$88.1K ﹤0.01% 1795
2023
Q3 		$223K Buy
9,882
+697
+8% +$16K ﹤0.01% 1871
2023
Q2 		$212K Buy
+9,185
New +$214K ﹤0.01% 1873

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

Kestra Advisory Services's PFIG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2026, closing a stake of 2,253 shares — an estimated $54.7K sold.

Kestra Advisory Services first reported a position in PFIG in Q2 2023 and held it in 11 quarters. The position peaked at $363K in Q1 2025. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,253 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $54.7K.
  • Kestra Advisory Services first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2023 and held it in 11 quarters.
  • Kestra Advisory Services's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $363K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.