FGC
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Financial Gravity Companies’s Invesco Financial Preferred ETF PGF Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$121K Buy
+6,669
New +$118K 0.11% 184
2018
Q1 		$77K Buy
4,184
+892
+27% +$16.5K 0.08% 226
2017
Q4 		$61K Buy
+3,292
New +$62.3K 0.07% 246

Other funds holding PGF

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Financial Gravity Companies's PGF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2018: 6,669 shares worth $121K. The stake represents 0.11% of the portfolio and ranks #184 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PGF as recently as Q1 2018.

Financial Gravity Companies first reported a position in PGF in Q4 2017 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold PGF as of Q4 2018.

  • Financial Gravity Companies held 6,669 shares of Invesco Financial Preferred ETF worth $121K as of Q4 2018.
  • Invesco Financial Preferred ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco Financial Preferred ETF made up 0.11% of Financial Gravity Companies's portfolio in Q4 2018, its #184 holding.
  • Financial Gravity Companies first reported a position in Invesco Financial Preferred ETF in Q4 2017 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.