Ashton Thomas Private Wealth’s Invesco Financial Preferred ETF PGF Stock Holding History

Ashton Thomas Private Wealth’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
2024 Q3	–	Sell	-3,515	Closed	-$51.8K	–	1480
2024 Q2	$51.8K	Buy	+3,515	New	+$51.9K	﹤0.01%	897

Other funds holding PGF

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

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

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Ashton Thomas Private Wealth's PGF Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Invesco Financial Preferred ETF (PGF) in Q3 2024, closing a stake of 3,515 shares — an estimated $51.8K sold.

Ashton Thomas Private Wealth first reported a position in PGF in Q2 2024 and held it in 1 quarter. The position peaked at $51.8K in Q2 2024. 172 funds tracked by Wall St. Rank hold PGF as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Invesco Financial Preferred ETF position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 3,515 Invesco Financial Preferred ETF shares in Q3 2024, an estimated $51.8K.
Ashton Thomas Private Wealth first reported a position in Invesco Financial Preferred ETF in Q2 2024 and held it in 1 quarter.
Ashton Thomas Private Wealth's Invesco Financial Preferred ETF position peaked at $51.8K in Q2 2024.
172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.