FAG
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Fortitude Advisory Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Fortitude Advisory Group’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
-2,220
Closed -$38K – 965
2022
Q1 		$38K Hold
2,220
– – 0.02% 622
2021
Q4 		$42K Buy
+2,220
New +$41.6K 0.02% 599

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

Fortitude Advisory Group's PGF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Financial Preferred ETF (PGF) in Q2 2022, closing a stake of 2,220 shares — an estimated $38K sold.

Fortitude Advisory Group first reported a position in PGF in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q4 2021. 212 funds tracked by Wall St. Rank hold PGF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Financial Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,220 Invesco Financial Preferred ETF shares in Q2 2022, an estimated $38K.
  • Fortitude Advisory Group first reported a position in Invesco Financial Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Financial Preferred ETF position peaked at $42K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.