Castle Financial & Retirement Planning Associates’s Invesco Financial Preferred ETF PGF Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$2K	Buy	+130	New	+$2.43K	0.01%	168

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's PGF Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2021: 130 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings.

215 funds tracked by Wall St. Rank hold PGF as of Q4 2021.

Castle Financial & Retirement Planning Associates held 130 shares of Invesco Financial Preferred ETF worth $2K as of Q4 2021.
Invesco Financial Preferred ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Invesco Financial Preferred ETF made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #168 holding.
215 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.