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BOLTON SECURITIES CORPORATION’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$16.7K Buy
+695
New +$16.8K ﹤0.01% 1498
2025
Q3 		$16.8K Buy
+695
New +$16.8K ﹤0.01% 1428
2025
Q1 		$25.9K Buy
+1,088
New +$25.7K ﹤0.01% 1222

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PFIG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q1 2026: 695 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PFIG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PFIG in Q1 2025 and has held it in 3 quarters since. The position peaked at $25.9K in Q1 2025. 32 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 695 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $16.7K as of Q1 2026.
  • Invesco Fundamental Investment Grade Corporate Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1498 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $25.9K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.