KAS
PFIG icon

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
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B 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