Bessemer Group
PGF icon

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

Bessemer 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
2021
Q3 		– Sell
-100
Closed -$2K – 1737
2021
Q2 		$2K Buy
+100
New +$1.9K ﹤0.01% 1523

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
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
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's PGF Position: Q3 2021 in Review

Bessemer Group sold out of Invesco Financial Preferred ETF (PGF) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Bessemer Group first reported a position in PGF in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 191 funds tracked by Wall St. Rank hold PGF as of Q3 2021.

  • Bessemer Group reported no remaining Invesco Financial Preferred ETF position as of Q3 2021 after selling out during the quarter.
  • Bessemer Group sold 100 Invesco Financial Preferred ETF shares in Q3 2021, an estimated $2K.
  • Bessemer Group first reported a position in Invesco Financial Preferred ETF in Q2 2021 and held it in 1 quarter.
  • Bessemer Group's Invesco Financial Preferred ETF position peaked at $2K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2021.

Based on Bessemer Group's 13F filing for Q3 2021, filed 12 Nov 2021.