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Global Wealth Strategies & Associates’s Invesco Financial Preferred ETF PGF Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q2 		– Sell
-206
Closed -$2.99K – 341
2023
Q1 		$2.99K Buy
+206
New +$3.15K ﹤0.01% 242

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Strategies & Associates's PGF Position: Q2 2023 in Review

Global Wealth Strategies & Associates sold out of Invesco Financial Preferred ETF (PGF) in Q2 2023, closing a stake of 206 shares — an estimated $2.99K sold.

Global Wealth Strategies & Associates first reported a position in PGF in Q1 2023 and held it in 1 quarter. The position peaked at $2.99K in Q1 2023. 181 funds tracked by Wall St. Rank hold PGF as of Q2 2023.

  • Global Wealth Strategies & Associates reported no remaining Invesco Financial Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 206 Invesco Financial Preferred ETF shares in Q2 2023, an estimated $2.99K.
  • Global Wealth Strategies & Associates first reported a position in Invesco Financial Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Invesco Financial Preferred ETF position peaked at $2.99K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.