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H&H Retirement Design & Management’s Invesco Financial Preferred ETF PGF Stock Holding History

H&H Retirement Design & Management’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
2020
Q3 		– Sell
-36,595
Closed -$655K – 50
2020
Q2 		$655K Buy
36,595
+9,894
+37% +$176K 0.58% 32
2020
Q1 		$451K Buy
+26,701
New +$485K 0.43% 34

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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's PGF Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of Invesco Financial Preferred ETF (PGF) in Q3 2020, closing a stake of 36,595 shares — an estimated $655K sold.

H&H Retirement Design & Management first reported a position in PGF in Q1 2020 and held it in 2 quarters. The position peaked at $655K in Q2 2020. 176 funds tracked by Wall St. Rank hold PGF as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining Invesco Financial Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 36,595 Invesco Financial Preferred ETF shares in Q3 2020, an estimated $655K.
  • H&H Retirement Design & Management first reported a position in Invesco Financial Preferred ETF in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's Invesco Financial Preferred ETF position peaked at $655K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.