LWM
PGF icon

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

Liberty 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
Q3 		– Sell
-2,748
Closed -$51K – 944
2019
Q2 		$51K Buy
+2,748
New +$50.6K 0.04% 244

Other funds holding PGF

CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Liberty Wealth Management's PGF Position: Q3 2019 in Review

Liberty Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q3 2019, closing a stake of 2,748 shares — an estimated $51K sold.

Liberty Wealth Management first reported a position in PGF in Q2 2019 and held it in 1 quarter. The position peaked at $51K in Q2 2019. 161 funds tracked by Wall St. Rank hold PGF as of Q3 2019.

  • Liberty Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 2,748 Invesco Financial Preferred ETF shares in Q3 2019, an estimated $51K.
  • Liberty Wealth Management first reported a position in Invesco Financial Preferred ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Invesco Financial Preferred ETF position peaked at $51K in Q2 2019.
  • 161 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.