Baron Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-2,307	Closed	-$35.9K	–	155
2022 Q2	$35.9K	Buy	2,307 +30	+1%	+$471	0.02%	96
2022 Q1	$38.5K	Buy	2,277 +27	+1%	+$471	0.02%	104
2021 Q4	$42.3K	Buy	2,250 +26	+1%	+$487	0.02%	101
2021 Q3	$42.2K	Buy	2,224 +25	+1%	+$477	0.03%	101
2021 Q2	$42.4K	Buy	2,199 +26	+1%	+$495	0.03%	101
2021 Q1	$41K	Buy	2,173 +26	+1%	+$487	0.03%	101
2020 Q4	$41.2K	Buy	2,147 +26	+1%	+$494	0.03%	94
2020 Q3	$39.7K	Buy	+2,121	New	+$39.4K	0.04%	96

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

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baron Financial Group's PGF Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco Financial Preferred ETF (PGF) in Q3 2022, closing a stake of 2,307 shares — an estimated $35.9K sold.

Baron Financial Group first reported a position in PGF in Q3 2020 and held it in 8 quarters. The position peaked at $42.4K in Q2 2021. 205 funds tracked by Wall St. Rank hold PGF as of Q3 2022.

Baron Financial Group reported no remaining Invesco Financial Preferred ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 2,307 Invesco Financial Preferred ETF shares in Q3 2022, an estimated $35.9K.
Baron Financial Group first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Invesco Financial Preferred ETF position peaked at $42.4K in Q2 2021.
205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.