Lowe Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Lowe Wealth 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
2023 Q2	–	Sell	-200	Closed	-$2.9K	–	363
2023 Q1	$2.9K	Sell	200 -1,100	-85%	-$16.8K	﹤0.01%	283
2022 Q4	$18.7K	Hold	1,300	–	–	0.01%	159
2022 Q3	$20K	Hold	1,300	–	–	0.01%	146
2022 Q2	$20K	Buy	1,300 +650	+100%	+$10.2K	0.01%	138
2022 Q1	$11K	Hold	650	–	–	0.01%	197
2021 Q4	$12K	Hold	650	–	–	0.01%	181
2021 Q3	$12K	Hold	650	–	–	0.01%	175
2021 Q2	$13K	Hold	650	–	–	0.01%	172
2021 Q1	$12K	Hold	650	–	–	0.01%	166
2020 Q4	$12K	Hold	650	–	–	0.01%	165
2020 Q3	$12K	Hold	650	–	–	0.01%	152
2020 Q2	$12K	Hold	650	–	–	0.01%	139
2020 Q1	$11K	Sell	650 -200	-24%	-$3.63K	0.01%	139
2019 Q4	$16K	Hold	850	–	–	0.01%	130
2019 Q3	$16K	Hold	850	–	–	0.01%	124
2019 Q2	$16K	Buy	+850	New	+$15.7K	0.01%	130

Other funds holding PGF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CFO

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Lowe Wealth Advisors's PGF Position: Q2 2023 in Review

Lowe Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2023, closing a stake of 200 shares — an estimated $2.9K sold.

Lowe Wealth Advisors first reported a position in PGF in Q2 2019 and held it in 16 quarters. The position peaked at $20K in Q3 2022. 181 funds tracked by Wall St. Rank hold PGF as of Q2 2023.

Lowe Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 200 Invesco Financial Preferred ETF shares in Q2 2023, an estimated $2.9K.
Lowe Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q2 2019 and held it in 16 quarters.
Lowe Wealth Advisors's Invesco Financial Preferred ETF position peaked at $20K in Q3 2022.
181 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2023.

Based on Lowe Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.