Sound Income Strategies’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Sound Income Strategies’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
2020 Q4	–	Sell	-476	Closed	-$13K	–	934
2020 Q3	$13K	Sell	476 -478	-50%	-$13.1K	﹤0.01%	367
2020 Q2	$26K	Sell	954 -130	-12%	-$3.45K	0.01%	236
2020 Q1	$28K	Buy	1,084 +550	+103%	+$14.3K	0.01%	198
2019 Q4	$14K	Hold	534	–	–	﹤0.01%	285
2019 Q3	$14K	Sell	534 -290	-35%	-$7.57K	﹤0.01%	259
2019 Q2	$21K	Sell	824 -358	-30%	-$9.13K	0.01%	220
2019 Q1	$30K	Buy	+1,182	New	+$29.5K	0.01%	186

Other funds holding PFIG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Sound Income Strategies's PFIG Position: Q4 2020 in Review

Sound Income Strategies sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q4 2020, closing a stake of 476 shares — an estimated $13K sold.

Sound Income Strategies first reported a position in PFIG in Q1 2019 and held it in 7 quarters. The position peaked at $30K in Q1 2019. 31 funds tracked by Wall St. Rank hold PFIG as of Q4 2020.

Sound Income Strategies reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Sound Income Strategies sold 476 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $13K.
Sound Income Strategies first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Sound Income Strategies's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $30K in Q1 2019.
31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.