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PFIG icon

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

NewEdge 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
2026
Q1 		– Sell
-34,317
Closed -$833K – 4328
2025
Q4 		$833K Sell
34,317
-1,816
-5% -$44.1K ﹤0.01% 1604
2025
Q3 		$876K Sell
36,133
-1,183
-3% -$28.6K ﹤0.01% 1468
2025
Q2 		$898K Sell
37,316
-571
-2% -$13.6K ﹤0.01% 1354
2025
Q1 		$902K Sell
37,887
-1,685
-4% -$39.8K 0.01% 1247
2024
Q4 		$929K Sell
39,572
-329
-0.8% -$7.81K 0.01% 1202
2024
Q3 		$964K Sell
39,901
-281
-0.7% -$6.7K 0.01% 1128
2024
Q2 		$939K Sell
40,182
-67,566
-63% -$1.57M 0.01% 1101
2024
Q1 		$2.53M Sell
107,748
-9,027
-8% -$212K 0.02% 609
2023
Q4 		$2.74M Sell
116,775
-1,533
-1% -$35.1K 0.03% 557
2023
Q3 		$2.67M Buy
118,308
+628
+0.5% +$14.4K 0.03% 499
2023
Q2 		$2.72M Buy
+117,680
New +$2.74M 0.03% 489

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors's PFIG Position: Q1 2026 in Review

NewEdge Advisors sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2026, closing a stake of 34,317 shares — an estimated $833K sold.

NewEdge Advisors first reported a position in PFIG in Q2 2023 and held it in 11 quarters. The position peaked at $2.74M in Q4 2023. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • NewEdge Advisors reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 34,317 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $833K.
  • NewEdge Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2023 and held it in 11 quarters.
  • NewEdge Advisors's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $2.74M in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.