Wealth Enhancement Advisory Services
PFIG icon

Wealth Enhancement Advisory Services’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$2.97M Buy
127,955
+73,556
+135% +$1.74M ﹤0.01% 1416
2026
Q2 		$1.3M Buy
+54,399
New +$1.3M ﹤0.01% 1882

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nikulski Financial
Nikulski Financial Bettendorf, Iowa $466M AUM 27.36% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFIG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 135% in Q3 2026, buying an estimated $1.74M and bringing the position to 127,955 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Wealth Enhancement Advisory Services first reported a position in PFIG in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PFIG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 127,955 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $2.97M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 73,556 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.74M.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1416 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.