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Axiom Investment Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-5,000
Closed -$92K – 367
2019
Q2 		$92K Hold
5,000
– – 0.02% 392
2019
Q1 		$91K Buy
+5,000
New +$90.4K 0.02% 384

Other funds holding PGF

CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axiom Investment Management's PGF Position: Q3 2019 in Review

Axiom Investment Management sold out of Invesco Financial Preferred ETF (PGF) in Q3 2019, closing a stake of 5,000 shares — an estimated $92K sold.

Axiom Investment Management first reported a position in PGF in Q1 2019 and held it in 2 quarters. The position peaked at $92K in Q2 2019. 161 funds tracked by Wall St. Rank hold PGF as of Q3 2019.

  • Axiom Investment Management reported no remaining Invesco Financial Preferred ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 5,000 Invesco Financial Preferred ETF shares in Q3 2019, an estimated $92K.
  • Axiom Investment Management first reported a position in Invesco Financial Preferred ETF in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's Invesco Financial Preferred ETF position peaked at $92K in Q2 2019.
  • 161 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.