Gladstone Institutional Advisory’s Invesco Financial Preferred ETF PGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-33,643
Closed -$523K 669
2022
Q2
$523K Buy
33,643
+683
+2% +$10.7K 0.04% 401
2022
Q1
$558K Buy
+32,960
New +$575K 0.04% 407

Other funds holding PGF

Gladstone Institutional Advisory's PGF Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Invesco Financial Preferred ETF (PGF) in Q3 2022, closing a stake of 33,643 shares — an estimated $523K sold.

Gladstone Institutional Advisory first reported a position in PGF in Q1 2022 and held it in 2 quarters. The position peaked at $558K in Q1 2022. 205 funds tracked by Wall St. Rank hold PGF as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining Invesco Financial Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 33,643 Invesco Financial Preferred ETF shares in Q3 2022, an estimated $523K.
  • Gladstone Institutional Advisory first reported a position in Invesco Financial Preferred ETF in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Invesco Financial Preferred ETF position peaked at $558K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.