Peak Capital Management’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Peak Capital Management’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
2018 Q3	–	Sell	-315	Closed	-$8K	–	138
2018 Q2	$8K	Hold	315	–	–	﹤0.01%	139
2018 Q1	$8K	Buy	+315	New	+$7.92K	0.01%	47
2017 Q3	–	Sell	-28,084	Closed	-$719K	–	84
2017 Q2	$719K	Buy	+28,084	New	+$717K	0.4%	58

Other funds holding PFIG

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Capital Management's PFIG Position: Q3 2018 in Review

Peak Capital Management sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2018, closing a stake of 315 shares — an estimated $8K sold.

Peak Capital Management first reported a position in PFIG in Q2 2017 and held it in 3 quarters. The position peaked at $719K in Q2 2017. 26 funds tracked by Wall St. Rank hold PFIG as of Q3 2018.

Peak Capital Management reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 315 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $8K.
Peak Capital Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
Peak Capital Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $719K in Q2 2017.
26 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.