LifePlan Financial Group’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$13K	Hold	476	–	–	0.01%	385
2020 Q2	$13K	Hold	476	–	–	0.01%	389
2020 Q1	$12K	Sell	476 -463	-49%	-$12.1K	0.01%	380
2019 Q4	$25K	Hold	939	–	–	0.01%	322
2019 Q3	$25K	Sell	939 -114	-11%	-$2.97K	0.01%	318
2019 Q2	$27K	Hold	1,053	–	–	0.01%	301
2019 Q1	$27K	Hold	1,053	–	–	0.01%	314
2018 Q4	$26K	Hold	1,053	–	–	0.02%	301
2018 Q3	$26K	Sell	1,053 -721	-41%	-$17.9K	0.01%	313
2018 Q2	$44K	Hold	1,774	–	–	0.02%	257
2018 Q1	$44K	Buy	+1,774	New	+$44.6K	0.03%	244

Other funds holding PFIG

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

LifePlan Financial Group's PFIG Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) position steady in Q3 2020 at 476 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #385.

LifePlan Financial Group first reported a position in PFIG in Q1 2018 and has held it in 11 quarters since. The position peaked at $44K in Q2 2018. 31 funds tracked by Wall St. Rank hold PFIG as of Q3 2020.

LifePlan Financial Group held 476 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $13K as of Q3 2020.
LifePlan Financial Group left its Invesco Fundamental Investment Grade Corporate Bond ETF share count unchanged in Q3 2020.
Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #385 holding.
LifePlan Financial Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $44K in Q2 2018.
31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.