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Money Concepts Capital’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-170
Closed -$3.91K – 2187
2022
Q4 		$3.91K Buy
+170
New +$3.88K ﹤0.01% 2454
2022
Q2 		– Sell
-370
Closed -$9K – 2277
2022
Q1 		$9K Buy
+370
New +$9.37K ﹤0.01% 1997

Other funds holding PFIG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Money Concepts Capital's PFIG Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2023, closing a stake of 170 shares — an estimated $3.91K sold.

Money Concepts Capital first reported a position in PFIG in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 24 funds tracked by Wall St. Rank hold PFIG as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 170 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $3.91K.
  • Money Concepts Capital first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $9K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.