Public ownership evidence

Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) Ownership Disclosures

Read PFIG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Fundamental Investment Grade Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Copia Wealth Management
Report period
2026-06-30
Available
2026-08-19
Reported shares
13,387
Value (USD)
$320,217
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002058771-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFIG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFIG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Copia Wealth Management2026-06-302026-08-1913,387$320,217None
Equitable Holdings, Inc.2026-06-302026-08-1826,479$633,380None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1540,340$964,933None
OSAIC HOLDINGS, INC.2026-06-302026-08-15600$14,351None
JANE STREET GROUP, LLC2026-06-302026-08-1530,485$729,201None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1569,815$1,672,421None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15400,538$9,580,870None
ROYAL BANK OF CANADA2026-06-302026-08-1511,579$277,000None
CITADEL ADVISORS LLC2026-06-302026-08-1548,316$1,155,719None
Larson Financial Group LLC2026-06-302026-08-1543$1,036None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$11None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1543,773$1,047,050None
Hobbs Group Advisors, LLC2026-06-302026-08-1411,685$279,505None
MORGAN STANLEY2026-06-302026-08-1412,946$309,668None
MORGAN STANLEY2026-06-302026-08-141$38None
FMR LLC2026-06-302026-08-14429$10,256None
Cetera Investment Advisers2026-06-302026-08-1357,324$1,371,210None
Advisory Services Network, LLC2026-06-302026-08-138,976$214,712None
Strengthening Families & Communities, LLC2026-06-302026-08-12550$13,161None
Allworth Financial LP2026-06-302026-08-122,379$56,906None
Arkadios Wealth Advisors2026-06-302026-08-11430,781$10,304,271None
Arkadios Wealth Advisors2026-06-302026-08-1115,108$361,383None
LPL Financial LLC2026-06-302026-08-08563,974$13,490,247None
Bank of New York Mellon Corp2026-06-302026-08-072$41None
Bank of New York Mellon Corp2026-06-302026-08-071,263,163$30,214,870None
Parallel Advisors, LLC2026-06-302026-08-062,000$47,840None
Insight Advisors, LLC/ PA2026-06-302026-08-0633,772$807,826None
Oakmont Advisory Group, LLC2026-06-302026-08-04267$6,379None
AE Wealth Management LLC2026-06-302026-08-0478$1,866None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0411,993$286,872None
Nikulski Financial, Inc.2026-06-302026-07-29116,023$2,775,270None
TRUIST FINANCIAL CORP2026-06-302026-07-29265,079$6,340,690None
TD Waterhouse Canada Inc.2026-06-302026-07-28725$17,306None
Capital Investment Advisory Services, LLC2026-06-302026-07-248,959$214,308None
AMERIPRISE FINANCIAL INC2026-03-312026-07-18542,267$13,030,145None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1654,399$1,295,520None

90-day public filing window, up to 50 source positions.

Copia Wealth Management ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗Larson Financial Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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