PFGIA
IIGV

Patriot Financial Group Insurance Agency’s Invesco Investment Grade Value ETF IIGV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IIGV Stock Details IIGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-244
Closed -$6K – 2087
2022
Q2 		$6K Hold
244
– – ﹤0.01% 1449
2022
Q1 		$6K Hold
244
– – ﹤0.01% 1573
2021
Q4 		$7K Hold
244
– – ﹤0.01% 1632
2021
Q3 		$7K Sell
244
-696
-74% -$19.3K ﹤0.01% 1617
2021
Q2 		$26K Hold
940
– – ﹤0.01% 1078
2021
Q1 		$25K Buy
+940
New +$25.9K 0.01% 1013

Other funds holding IIGV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IIGV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Investment Grade Value ETF (IIGV) in Q3 2022, closing a stake of 244 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in IIGV in Q1 2021 and held it in 6 quarters. The position peaked at $26K in Q2 2021. 9 funds tracked by Wall St. Rank hold IIGV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco Investment Grade Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 244 Invesco Investment Grade Value ETF shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco Investment Grade Value ETF in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Invesco Investment Grade Value ETF position peaked at $26K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Invesco Investment Grade Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.