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Kovack Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Kovack 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
2021
Q4 		– Sell
-17,188
Closed -$326K – 755
2021
Q3 		$326K Buy
17,188
+2,518
+17% +$48.1K 0.04% 498
2021
Q2 		$283K Sell
14,670
-1,784
-11% -$33.9K 0.03% 538
2021
Q1 		$311K Sell
16,454
-7,898
-32% -$148K 0.04% 445
2020
Q4 		$468K Buy
24,352
+2,916
+14% +$55.4K 0.07% 292
2020
Q3 		$402K Buy
+21,436
New +$398K 0.07% 272

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Kovack Advisors's PGF Position: Q4 2021 in Review

Kovack Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2021, closing a stake of 17,188 shares — an estimated $326K sold.

Kovack Advisors first reported a position in PGF in Q3 2020 and held it in 5 quarters. The position peaked at $468K in Q4 2020. 215 funds tracked by Wall St. Rank hold PGF as of Q4 2021.

  • Kovack Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2021 after selling out during the quarter.
  • Kovack Advisors sold 17,188 Invesco Financial Preferred ETF shares in Q4 2021, an estimated $326K.
  • Kovack Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 5 quarters.
  • Kovack Advisors's Invesco Financial Preferred ETF position peaked at $468K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.