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Lynx Investment Advisory’s Invesco Financial Preferred ETF PGF Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-4,105
Closed -$60.5K – 596
2024
Q2 		$60.5K Buy
+4,105
New +$60.6K 0.04% 232

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Lynx Investment Advisory's PGF Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Invesco Financial Preferred ETF (PGF) in Q3 2024, closing a stake of 4,105 shares — an estimated $60.5K sold.

Lynx Investment Advisory first reported a position in PGF in Q2 2024 and held it in 1 quarter. The position peaked at $60.5K in Q2 2024. 172 funds tracked by Wall St. Rank hold PGF as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Invesco Financial Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 4,105 Invesco Financial Preferred ETF shares in Q3 2024, an estimated $60.5K.
  • Lynx Investment Advisory first reported a position in Invesco Financial Preferred ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Invesco Financial Preferred ETF position peaked at $60.5K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.