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PFS Investments’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

PFS Investments’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
2019
Q3 		– Sell
-2,964,736
Closed -$76.8M – 203
2019
Q2 		$76.8M Buy
2,964,736
+91,642
+3% +$2.34M 3.48% 9
2019
Q1 		$72.9M Buy
2,873,094
+302,791
+12% +$7.57M 3.62% 5
2018
Q4 		$63.3M Buy
2,570,303
+347,687
+16% +$8.53M 3.87% 6
2018
Q3 		$54.8M Buy
2,222,616
+196,904
+10% +$4.88M 3.81% 7
2018
Q2 		$50.1M Buy
2,025,712
+437,689
+28% +$10.8M 4.24% 5
2018
Q1 		$39.2M Buy
1,588,023
+524,082
+49% +$13.2M 4.67% 4
2017
Q4 		$26.9M Buy
+1,063,941
New +$27.2M 5.04% 5

Other funds holding PFIG

FI
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return