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

Lake Point 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
2019 Q1	–	Sell	-176	Closed	-$3K	–	816
2018 Q4	$3K	Buy	+176	New	+$3.1K	﹤0.01%	633

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

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

BAAM

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

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

NSIM

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

Lake Point Wealth Management's PGF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2019, closing a stake of 176 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in PGF in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 184 funds tracked by Wall St. Rank hold PGF as of Q1 2019.

Lake Point Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 176 Invesco Financial Preferred ETF shares in Q1 2019, an estimated $3K.
Lake Point Wealth Management first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Invesco Financial Preferred ETF position peaked at $3K in Q4 2018.
184 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.