Mariner Wealth Advisors (Madison)’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$4.56M	Buy	182,613 +17,007	+10%	+$422K	1.83%	17
2013 Q2	$4.11M	Buy	+165,606	New	+$4.23M	1.83%	16

Other funds holding PFIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s PFIG Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 10% in Q3 2013, buying an estimated $422K and bringing the position to 182,613 shares worth $4.56M. The position accounts for 1.83% of the portfolio, ranked #17.

Mariner Wealth Advisors (Madison) first reported a position in PFIG in Q2 2013 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PFIG as of Q3 2013.

Mariner Wealth Advisors (Madison) held 182,613 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $4.56M as of Q3 2013.
Mariner Wealth Advisors (Madison) bought 17,007 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $422K.
Invesco Fundamental Investment Grade Corporate Bond ETF made up 1.83% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #17 holding.
Mariner Wealth Advisors (Madison) first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.