Intercontinental Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Intercontinental Wealth Advisors’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 Q4	–	Sell	-1,250	Closed	-$23K	–	401
2019 Q3	$23K	Hold	1,250	–	–	0.01%	270
2019 Q2	$23K	Hold	1,250	–	–	0.01%	267
2019 Q1	$23K	Hold	1,250	–	–	0.01%	295
2018 Q4	$22K	Buy	+1,250	New	+$22.1K	0.01%	302

Other funds holding PGF

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

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

Intercontinental Wealth Advisors's PGF Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2019, closing a stake of 1,250 shares — an estimated $23K sold.

Intercontinental Wealth Advisors first reported a position in PGF in Q4 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2019. 191 funds tracked by Wall St. Rank hold PGF as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,250 Invesco Financial Preferred ETF shares in Q4 2019, an estimated $23K.
Intercontinental Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's Invesco Financial Preferred ETF position peaked at $23K in Q3 2019.
191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.