First Personal Financial Services’s Invesco Financial Preferred ETF PGF Stock Holding History

First Personal Financial Services’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
2017 Q2	–	Sell	-1,080	Closed	-$20K	–	870
2017 Q1	$20K	Hold	1,080	–	–	﹤0.01%	566
2016 Q4	$19K	Hold	1,080	–	–	0.01%	559
2016 Q3	$21K	Buy	+1,080	New	+$20.8K	0.01%	430

Other funds holding PGF

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

BAAM

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

First Personal Financial Services's PGF Position: Q2 2017 in Review

First Personal Financial Services sold out of Invesco Financial Preferred ETF (PGF) in Q2 2017, closing a stake of 1,080 shares — an estimated $20K sold.

First Personal Financial Services first reported a position in PGF in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q3 2016. 156 funds tracked by Wall St. Rank hold PGF as of Q2 2017.

First Personal Financial Services reported no remaining Invesco Financial Preferred ETF position as of Q2 2017 after selling out during the quarter.
First Personal Financial Services sold 1,080 Invesco Financial Preferred ETF shares in Q2 2017, an estimated $20K.
First Personal Financial Services first reported a position in Invesco Financial Preferred ETF in Q3 2016 and held it in 3 quarters.
First Personal Financial Services's Invesco Financial Preferred ETF position peaked at $21K in Q3 2016.
156 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.