Lehman & Derafelo Financial Resources’s Invesco Financial Preferred ETF PGF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-2,411	Closed	-$36K	–	165
2022 Q3	$36K	Buy	2,411 +33	+1%	+$522	0.01%	134
2022 Q2	$37K	Buy	+2,378	New	+$37.3K	0.01%	139
2021 Q4	–	Sell	-2,291	Closed	-$43K	–	162
2021 Q3	$43K	Buy	2,291 +26	+1%	+$496	0.01%	137
2021 Q2	$44K	Buy	2,265 +27	+1%	+$514	0.01%	156
2021 Q1	$42K	Buy	2,238 +27	+1%	+$506	0.01%	154
2020 Q4	$42K	Buy	2,211 +27	+1%	+$513	0.01%	154
2020 Q3	$41K	Buy	2,184 +26	+1%	+$483	0.01%	180
2020 Q2	$39K	Buy	2,158 +28	+1%	+$498	0.01%	164
2020 Q1	$36K	Buy	2,130 +29	+1%	+$527	0.02%	123
2019 Q4	$40K	Buy	2,101 +26	+1%	+$488	0.01%	136
2019 Q3	$39K	Buy	2,075 +25	+1%	+$468	0.01%	129
2019 Q2	$38K	Buy	2,050 +27	+1%	+$497	0.02%	131
2019 Q1	$37K	Buy	2,023 +29	+1%	+$524	0.02%	135
2018 Q4	$35K	Buy	+1,994	New	+$35.2K	0.02%	122

Other funds holding PGF

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

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

CFO

Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PGF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Invesco Financial Preferred ETF (PGF) in Q4 2022, closing a stake of 2,411 shares — an estimated $36K sold.

Lehman & Derafelo Financial Resources first reported a position in PGF in Q4 2018 and held it in 14 quarters. The position peaked at $44K in Q2 2021. 226 funds tracked by Wall St. Rank hold PGF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Invesco Financial Preferred ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,411 Invesco Financial Preferred ETF shares in Q4 2022, an estimated $36K.
Lehman & Derafelo Financial Resources first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Invesco Financial Preferred ETF position peaked at $44K in Q2 2021.
226 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.