Mariner Independent Advisor Network’s Invesco Financial Preferred ETF PGF Stock Holding History

Mariner Independent Advisor Network’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	-14,284	Closed	-$274K	–	449
2020 Q4	$274K	Buy	14,284 +459	+3%	+$8.71K	0.01%	384
2020 Q3	$259K	Sell	13,825 -743	-5%	-$13.8K	0.02%	296
2020 Q2	$261K	Buy	14,568 +1,144	+9%	+$20.4K	0.02%	304
2020 Q1	$219K	Buy	13,424 +273	+2%	+$4.96K	0.02%	343
2019 Q4	$248K	Sell	13,151 -823	-6%	-$15.4K	0.02%	356
2019 Q3	$263K	Buy	13,974 +202	+1%	+$3.78K	0.02%	355
2019 Q2	$254K	Hold	13,772	–	–	0.02%	352
2019 Q1	$252K	Hold	13,772	–	–	0.02%	340
2018 Q4	$244K	Buy	13,772 +168	+1%	+$2.96K	0.02%	344
2018 Q3	$246K	Buy	+13,604	New	+$250K	0.03%	220

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

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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Independent Advisor Network's PGF Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of Invesco Financial Preferred ETF (PGF) in Q1 2021, closing a stake of 14,284 shares — an estimated $274K sold.

Mariner Independent Advisor Network first reported a position in PGF in Q3 2018 and held it in 10 quarters. The position peaked at $274K in Q4 2020. 206 funds tracked by Wall St. Rank hold PGF as of Q1 2021.

Mariner Independent Advisor Network reported no remaining Invesco Financial Preferred ETF position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 14,284 Invesco Financial Preferred ETF shares in Q1 2021, an estimated $274K.
Mariner Independent Advisor Network first reported a position in Invesco Financial Preferred ETF in Q3 2018 and held it in 10 quarters.
Mariner Independent Advisor Network's Invesco Financial Preferred ETF position peaked at $274K in Q4 2020.
206 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.