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

EPG 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
2023 Q2	–	Sell	-1,013	Closed	-$14.7K	–	424
2023 Q1	$14.7K	Hold	1,013	–	–	﹤0.01%	348
2022 Q4	$14.6K	Hold	1,013	–	–	0.01%	316
2022 Q3	$15K	Buy	+1,013	New	+$16K	0.01%	322
2022 Q2	–	Sell	-1,013	Closed	-$17K	–	348
2022 Q1	$17K	Buy	+1,013	New	+$17.7K	0.01%	335

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CFO

Custos Family Office Austin, Texas $167M AUM 21.03% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPG Wealth Management's PGF Position: Q2 2023 in Review

EPG Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2023, closing a stake of 1,013 shares — an estimated $14.7K sold.

EPG Wealth Management first reported a position in PGF in Q1 2022 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 180 funds tracked by Wall St. Rank hold PGF as of Q2 2023.

EPG Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2023 after selling out during the quarter.
EPG Wealth Management sold 1,013 Invesco Financial Preferred ETF shares in Q2 2023, an estimated $14.7K.
EPG Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2022 and held it in 4 quarters.
EPG Wealth Management's Invesco Financial Preferred ETF position peaked at $17K in Q1 2022.
180 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.