Kingsview Wealth Management
PGF icon

Kingsview Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Kingsview Wealth 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
2024
Q4 		– Sell
-11,870
Closed -$186K – 1164
2024
Q3 		$186K Hold
11,870
– – ﹤0.01% 1045
2024
Q2 		$175K Buy
11,870
+1,644
+16% +$24.3K ﹤0.01% 1000
2024
Q1 		$156K Sell
10,226
-2,362
-19% -$35.5K ﹤0.01% 984
2023
Q4 		$184K Buy
12,588
+63
+0.5% +$881 0.01% 910
2023
Q3 		$176K Buy
12,525
+48
+0.4% +$684 0.01% 895
2023
Q2 		$179K Buy
12,477
+49
+0.4% +$707 0.01% 861
2023
Q1 		$180K Buy
12,428
+45
+0.4% +$689 0.01% 833
2022
Q4 		$178K Buy
12,383
+16
+0.1% +$237 0.01% 802
2022
Q3 		$186K Buy
+12,367
New +$196K 0.01% 769

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 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 $773M AUM 28.11% 1-Year Est. Return

Kingsview Wealth Management's PGF Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2024, closing a stake of 11,870 shares — an estimated $186K sold.

Kingsview Wealth Management first reported a position in PGF in Q3 2022 and held it in 9 quarters. The position peaked at $186K in Q3 2022. 172 funds tracked by Wall St. Rank hold PGF as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,870 Invesco Financial Preferred ETF shares in Q4 2024, an estimated $186K.
  • Kingsview Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2022 and held it in 9 quarters.
  • Kingsview Wealth Management's Invesco Financial Preferred ETF position peaked at $186K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.