Aurora Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Aurora Financial Advisors’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 Q4	$1.26M	Buy	+66,874	New	+$1.27M	0.9%	24

Other funds holding PGF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FIAS

FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Aurora Financial Advisors's PGF Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2017: 66,874 shares worth $1.26M. The stake represents 0.9% of the portfolio and ranks #24 among its holdings.

172 funds tracked by Wall St. Rank hold PGF as of Q4 2017.

Aurora Financial Advisors held 66,874 shares of Invesco Financial Preferred ETF worth $1.26M as of Q4 2017.
Invesco Financial Preferred ETF was a new Aurora Financial Advisors position in Q4 2017.
Invesco Financial Preferred ETF made up 0.9% of Aurora Financial Advisors's portfolio in Q4 2017, its #24 holding.
172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.