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Traphagen Investment Advisors’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Traphagen Investment Advisors’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
Q1 		– Sell
-11,921
Closed -$313K – 126
2019
Q4 		$313K Buy
+11,921
New +$313K 0.07% 91

Other funds holding PFIG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Traphagen Investment Advisors's PFIG Position: Q1 2020 in Review

Traphagen Investment Advisors sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2020, closing a stake of 11,921 shares — an estimated $313K sold.

Traphagen Investment Advisors first reported a position in PFIG in Q4 2019 and held it in 1 quarter. The position peaked at $313K in Q4 2019. 35 funds tracked by Wall St. Rank hold PFIG as of Q1 2020.

  • Traphagen Investment Advisors reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Traphagen Investment Advisors sold 11,921 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $313K.
  • Traphagen Investment Advisors first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Traphagen Investment Advisors's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $313K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Traphagen Investment Advisors's 13F filing for Q1 2020, filed 17 Jun 2024.