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Lebenthal Global Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Lebenthal Global 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
Q1 		– Sell
-62
Closed -$1K – 430
2020
Q4 		$1K Buy
+62
New +$1.18K ﹤0.01% 553

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lebenthal Global Advisors's PGF Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Lebenthal Global Advisors first reported a position in PGF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 206 funds tracked by Wall St. Rank hold PGF as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 62 Invesco Financial Preferred ETF shares in Q1 2021, an estimated $1K.
  • Lebenthal Global Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Invesco Financial Preferred ETF position peaked at $1K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.