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Dynamic Advisor Solutions’s Invesco Financial Preferred ETF PGF Stock Holding History

Dynamic Advisor Solutions’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
2022
Q2 		– Sell
-10,237
Closed -$173K – 754
2022
Q1 		$173K Buy
+10,237
New +$178K 0.01% 689
2016
Q2 		– Sell
-13,650
Closed -$257K – 209
2016
Q1 		$257K Buy
+13,650
New +$253K 0.11% 179

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
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dynamic Advisor Solutions's PGF Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of Invesco Financial Preferred ETF (PGF) in Q2 2022, closing a stake of 10,237 shares — an estimated $173K sold.

Dynamic Advisor Solutions first reported a position in PGF in Q1 2016 and held it in 2 quarters. The position peaked at $257K in Q1 2016. 212 funds tracked by Wall St. Rank hold PGF as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining Invesco Financial Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,237 Invesco Financial Preferred ETF shares in Q2 2022, an estimated $173K.
  • Dynamic Advisor Solutions first reported a position in Invesco Financial Preferred ETF in Q1 2016 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco Financial Preferred ETF position peaked at $257K in Q1 2016.
  • 212 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.