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

Doyle 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
2019 Q3	–	Sell	-1,000	Closed	-$18K	–	595
2019 Q2	$18K	Buy	+1,000	New	+$18.4K	﹤0.01%	532
2019 Q1	–	Sell	-1,000	Closed	-$17K	–	577
2018 Q4	$17K	Buy	+1,000	New	+$17.6K	﹤0.01%	540

Other funds holding PGF

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

Doyle Wealth Management's PGF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q3 2019, closing a stake of 1,000 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in PGF in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 161 funds tracked by Wall St. Rank hold PGF as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,000 Invesco Financial Preferred ETF shares in Q3 2019, an estimated $18K.
Doyle Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco Financial Preferred ETF position peaked at $18K in Q2 2019.
161 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.