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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 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.