NFSG
PFIG icon

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

Newbridge Financial Services 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
2024
Q1 		– Sell
-3,462
Closed -$82.1K – 1261
2023
Q4 		$82.1K Hold
3,462
– – 0.04% 307
2023
Q3 		$78.1K Hold
3,462
– – 0.04% 337
2023
Q2 		$79.9K Hold
3,462
– – 0.04% 354
2023
Q1 		$81.2K Hold
3,462
– – 0.04% 357
2022
Q4 		$79.6K Hold
3,462
– – 0.05% 347
2022
Q3 		$78K Hold
3,462
– – 0.05% 344
2022
Q2 		$81K Hold
3,462
– – 0.05% 301
2022
Q1 		$85K Hold
3,462
– – 0.04% 344
2021
Q4 		$91K Buy
+3,462
New +$91.9K 0.04% 335

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

Newbridge Financial Services Group's PFIG Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2024, closing a stake of 3,462 shares — an estimated $82.1K sold.

Newbridge Financial Services Group first reported a position in PFIG in Q4 2021 and held it in 9 quarters. The position peaked at $91K in Q4 2021. 30 funds tracked by Wall St. Rank hold PFIG as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,462 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $82.1K.
  • Newbridge Financial Services Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $91K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.