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Patriot Financial Group Insurance Agency’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-140
Closed -$3K – 1508
2022
Q2 		$3K Hold
140
– – ﹤0.01% 1664
2022
Q1 		$3K Hold
140
– – ﹤0.01% 1789
2021
Q4 		$4K Hold
140
– – ﹤0.01% 1797
2021
Q3 		$4K Hold
140
– – ﹤0.01% 1783
2021
Q2 		$4K Hold
140
– – ﹤0.01% 1720
2021
Q1 		$4K Hold
140
– – ﹤0.01% 1634
2020
Q4 		$4K Hold
140
– – ﹤0.01% 1496
2020
Q3 		$4K Hold
140
– – ﹤0.01% 1308
2020
Q2 		$4K Hold
140
– – ﹤0.01% 1253
2020
Q1 		$4K Buy
+140
New +$3.65K ﹤0.01% 1148

Other funds holding PFIG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2022, closing a stake of 140 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PFIG in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 22 funds tracked by Wall St. Rank hold PFIG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 140 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $4K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2022.

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