Glovista Investments’s Invesco Financial Preferred ETF PGF Stock Holding History

Glovista Investments’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
2021 Q4	–	Sell	-172,991	Closed	-$3.28M	–	73
2021 Q3	$3.28M	Sell	172,991 -3,740	-2%	-$71.4K	0.96%	24
2021 Q2	$3.41M	Buy	+176,731	New	+$3.36M	0.81%	26
2021 Q1	–	Sell	-124,141	Closed	-$2.39M	–	120
2020 Q4	$2.39M	Buy	+124,141	New	+$2.36M	0.78%	41

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Glovista Investments's PGF Position: Q4 2021 in Review

Glovista Investments sold out of Invesco Financial Preferred ETF (PGF) in Q4 2021, closing a stake of 172,991 shares — an estimated $3.28M sold.

Glovista Investments first reported a position in PGF in Q4 2020 and held it in 3 quarters. The position peaked at $3.41M in Q2 2021. 215 funds tracked by Wall St. Rank hold PGF as of Q4 2021.

Glovista Investments reported no remaining Invesco Financial Preferred ETF position as of Q4 2021 after selling out during the quarter.
Glovista Investments sold 172,991 Invesco Financial Preferred ETF shares in Q4 2021, an estimated $3.28M.
Glovista Investments first reported a position in Invesco Financial Preferred ETF in Q4 2020 and held it in 3 quarters.
Glovista Investments's Invesco Financial Preferred ETF position peaked at $3.41M in Q2 2021.
215 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2021.

Based on Glovista Investments's 13F filing for Q4 2021, filed 10 Feb 2022.