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Nikulski Financial’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Nikulski Financial’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
Q2 		$2.78M Buy
116,023
+5,165
+5% +$124K 0.6% 47
2026
Q1 		$2.66M Buy
110,858
+39,053
+54% +$947K 0.66% 49
2025
Q4 		$1.74M Buy
71,805
+44,475
+163% +$1.08M 0.42% 68
2025
Q3 		$662K Buy
27,330
+13,215
+94% +$319K 0.17% 95
2025
Q2 		$340K Buy
+14,115
New +$336K 0.09% 112

Other funds holding PFIG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Nikulski Financial's PFIG Position: Q2 2026 in Review

Nikulski Financial increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 4.7% in Q2 2026, buying an estimated $124K and bringing the position to 116,023 shares worth $2.78M. The position accounts for 0.6% of the portfolio, ranked #47.

Nikulski Financial first reported a position in PFIG in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

  • Nikulski Financial held 116,023 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $2.78M as of Q2 2026.
  • Nikulski Financial bought 5,165 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $124K.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.6% of Nikulski Financial's portfolio in Q2 2026, its #47 holding.
  • Nikulski Financial first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.