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Archford Capital Strategies’s Invesco Financial Preferred ETF PGF Stock Holding History

Archford Capital Strategies’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
2017
Q1 		– Sell
-480
Closed -$8K – 755
2016
Q4 		$8K Buy
+480
New +$8.81K ﹤0.01% 389
2016
Q1 		– Sell
-330
Closed -$7K – 477
2015
Q4 		$7K Hold
330
– – ﹤0.01% 506
2015
Q3 		$6K Buy
+330
New +$6.03K ﹤0.01% 414

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Archford Capital Strategies's PGF Position: Q1 2017 in Review

Archford Capital Strategies sold out of Invesco Financial Preferred ETF (PGF) in Q1 2017, closing a stake of 480 shares — an estimated $8K sold.

Archford Capital Strategies first reported a position in PGF in Q3 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 153 funds tracked by Wall St. Rank hold PGF as of Q1 2017.

  • Archford Capital Strategies reported no remaining Invesco Financial Preferred ETF position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 480 Invesco Financial Preferred ETF shares in Q1 2017, an estimated $8K.
  • Archford Capital Strategies first reported a position in Invesco Financial Preferred ETF in Q3 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Invesco Financial Preferred ETF position peaked at $8K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.