Ameritas Investment Company’s Invesco Financial Preferred ETF PGF Stock Holding History

Ameritas Investment Company’s Portfolio PGF Stock Details PGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,010	Closed	-$94.6K	–	1695
2021 Q1	$94.6K	Buy	+5,010	New	+$93.9K	0.01%	774
2020 Q2	–	Sell	-600	Closed	-$10K	–	1233
2020 Q1	$10K	Buy	600 +100	+20%	+$1.82K	﹤0.01%	1202
2019 Q4	$9K	Buy	+500	New	+$9.38K	﹤0.01%	753
2019 Q1	–	Sell	-44,120	Closed	-$766K	–	1554
2018 Q4	$766K	Buy	+44,120	New	+$778K	0.17%	118

Other funds holding PGF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Investment Company's PGF Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco Financial Preferred ETF (PGF) in Q2 2021, closing a stake of 5,010 shares — an estimated $94.6K sold.

Ameritas Investment Company first reported a position in PGF in Q4 2018 and held it in 4 quarters. The position peaked at $766K in Q4 2018. 205 funds tracked by Wall St. Rank hold PGF as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco Financial Preferred ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 5,010 Invesco Financial Preferred ETF shares in Q2 2021, an estimated $94.6K.
Ameritas Investment Company first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's Invesco Financial Preferred ETF position peaked at $766K in Q4 2018.
205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.