Global Wealth Management Investment Advisory’s Invesco Financial Preferred ETF PGF Stock Holding History

Global Wealth Management Investment Advisory’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
2019 Q2	–	Sell	-187	Closed	-$3K	–	761
2019 Q1	$3K	Sell	187 -234	-56%	-$4.23K	﹤0.01%	504
2018 Q4	$7K	Buy	+421	New	+$7.43K	﹤0.01%	444

Other funds holding PGF

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's PGF Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco Financial Preferred ETF (PGF) in Q2 2019, closing a stake of 187 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in PGF in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 170 funds tracked by Wall St. Rank hold PGF as of Q2 2019.

Global Wealth Management Investment Advisory reported no remaining Invesco Financial Preferred ETF position as of Q2 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 187 Invesco Financial Preferred ETF shares in Q2 2019, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's Invesco Financial Preferred ETF position peaked at $7K in Q4 2018.
170 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.