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Oakmont Advisory Group’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Oakmont Advisory 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
2026
Q2 		$6.38K Buy
+267
New +$6.4K 0.01% 339

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oakmont Advisory Group's PFIG Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q2 2026: 267 shares worth $6.38K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

  • Oakmont Advisory Group held 267 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $6.38K as of Q2 2026.
  • Invesco Fundamental Investment Grade Corporate Bond ETF was a new Oakmont Advisory Group position in Q2 2026.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #339 holding.
  • 33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.