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Bel Air Investment Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Bel Air Investment 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
2021
Q2 		$1.21M Hold
62,649
– – 0.04% 171
2021
Q1 		$1.18M Buy
+62,649
New +$1.17M 0.04% 184

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bel Air Investment Advisors's PGF Position: Q2 2021 in Review

Bel Air Investment Advisors held its Invesco Financial Preferred ETF (PGF) position steady in Q2 2021 at 62,649 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #171.

Bel Air Investment Advisors first reported a position in PGF in Q1 2021 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold PGF as of Q2 2021.

  • Bel Air Investment Advisors held 62,649 shares of Invesco Financial Preferred ETF worth $1.21M as of Q2 2021.
  • Bel Air Investment Advisors left its Invesco Financial Preferred ETF share count unchanged in Q2 2021.
  • Invesco Financial Preferred ETF made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #171 holding.
  • Bel Air Investment Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2021 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.