IDA
PGF icon

Intelligence Driven Advisers’s Invesco Financial Preferred ETF PGF Stock Holding History

Intelligence Driven Advisers’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
-11,168
Closed -$204K – 114
2019
Q1 		$204K Sell
11,168
-685
-6% -$12.4K 0.11% 93
2018
Q4 		$206K Buy
+11,853
New +$209K 0.13% 93

Other funds holding PGF

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
GI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intelligence Driven Advisers's PGF Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of Invesco Financial Preferred ETF (PGF) in Q2 2019, closing a stake of 11,168 shares — an estimated $204K sold.

Intelligence Driven Advisers first reported a position in PGF in Q4 2018 and held it in 2 quarters. The position peaked at $206K in Q4 2018. 170 funds tracked by Wall St. Rank hold PGF as of Q2 2019.

  • Intelligence Driven Advisers reported no remaining Invesco Financial Preferred ETF position as of Q2 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 11,168 Invesco Financial Preferred ETF shares in Q2 2019, an estimated $204K.
  • Intelligence Driven Advisers first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 2 quarters.
  • Intelligence Driven Advisers's Invesco Financial Preferred ETF position peaked at $206K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.