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Steward Partners Investment Advisory’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Steward Partners Investment Advisory’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
2023
Q3 		– Sell
-258
Closed -$5.96K – 3432
2023
Q2 		$5.96K Buy
+258
New +$6.02K ﹤0.01% 2740

Other funds holding PFIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Steward Partners Investment Advisory's PFIG Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2023, closing a stake of 258 shares — an estimated $5.96K sold.

Steward Partners Investment Advisory first reported a position in PFIG in Q2 2023 and held it in 1 quarter. The position peaked at $5.96K in Q2 2023. 31 funds tracked by Wall St. Rank hold PFIG as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 258 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $5.96K.
  • Steward Partners Investment Advisory first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $5.96K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.