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Principal Securities’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-114
Closed -$2.76K – 2899
2025
Q3 		$2.76K Hold
114
– – ﹤0.01% 3151
2025
Q2 		$2.74K Sell
114
-137
-55% -$3.26K ﹤0.01% 3044
2025
Q1 		$5.89K Hold
251
– – ﹤0.01% 2715
2024
Q4 		$5.89K Hold
251
– – ﹤0.01% 2712
2024
Q3 		$6.06K Hold
251
– – ﹤0.01% 2611
2024
Q2 		$5.86K Hold
251
– – ﹤0.01% 2587
2024
Q1 		$5.89K Buy
251
+70
+39% +$1.64K ﹤0.01% 2546
2023
Q4 		$4.29K Buy
+181
New +$4.14K ﹤0.01% 2583

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's PFIG Position: Q4 2025 in Review

Principal Securities sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q4 2025, closing a stake of 114 shares — an estimated $2.76K sold.

Principal Securities first reported a position in PFIG in Q4 2023 and held it in 8 quarters. The position peaked at $6.06K in Q3 2024. 34 funds tracked by Wall St. Rank hold PFIG as of Q4 2025.

  • Principal Securities reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 114 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.76K.
  • Principal Securities first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $6.06K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.