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

LM 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
2024
Q1 		– Sell
-320
Closed -$7.59K – 577
2023
Q4 		$7.59K Buy
+320
New +$7.33K ﹤0.01% 554

Other funds holding PFIG

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

LM Advisors's PFIG Position: Q1 2024 in Review

LM Advisors sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2024, closing a stake of 320 shares — an estimated $7.59K sold.

LM Advisors first reported a position in PFIG in Q4 2023 and held it in 1 quarter. The position peaked at $7.59K in Q4 2023. 30 funds tracked by Wall St. Rank hold PFIG as of Q1 2024.

  • LM Advisors reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 320 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $7.59K.
  • LM Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $7.59K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.