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Jaffetilchin Investment Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-145
Closed -$2.27K – 1030
2024
Q3 		$2.27K Buy
+145
New +$2.2K ﹤0.01% 1163
2017
Q1 		– Sell
-11,985
Closed -$215K – 275
2016
Q4 		$215K Buy
+11,985
New +$220K 0.06% 221

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Jaffetilchin Investment Partners's PGF Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Financial Preferred ETF (PGF) in Q4 2024, closing a stake of 145 shares — an estimated $2.27K sold.

Jaffetilchin Investment Partners first reported a position in PGF in Q4 2016 and held it in 2 quarters. The position peaked at $215K in Q4 2016. 172 funds tracked by Wall St. Rank hold PGF as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco Financial Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 145 Invesco Financial Preferred ETF shares in Q4 2024, an estimated $2.27K.
  • Jaffetilchin Investment Partners first reported a position in Invesco Financial Preferred ETF in Q4 2016 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Invesco Financial Preferred ETF position peaked at $215K in Q4 2016.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.