Total Clarity Wealth Management’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,500	Closed	-$35K	–	769
2022 Q2	$35K	Buy	+1,500	New	+$35.7K	0.02%	468
2022 Q1	–	Sell	-1,500	Closed	-$39K	–	709
2021 Q4	$39K	Buy	+1,500	New	+$39.8K	0.02%	448

Other funds holding PFIG

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

AAS

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Total Clarity Wealth Management's PFIG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2022, closing a stake of 1,500 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in PFIG in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 22 funds tracked by Wall St. Rank hold PFIG as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,500 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $35K.
Total Clarity Wealth Management first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $39K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.