Baystate Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Baystate Wealth 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
2023 Q4	$29.5K	Buy	+2,026	New	+$28.3K	﹤0.01%	483

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baystate Wealth Management's PGF Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2023: 2,026 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

182 funds tracked by Wall St. Rank hold PGF as of Q4 2023.

Baystate Wealth Management held 2,026 shares of Invesco Financial Preferred ETF worth $29.5K as of Q4 2023.
Invesco Financial Preferred ETF was a new Baystate Wealth Management position in Q4 2023.
Invesco Financial Preferred ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #483 holding.
182 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.