Mariner Wealth Advisors (NYC)’s Invesco Financial Preferred ETF PGF Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$21K	Buy	+1,150	New	+$21.2K	0.01%	272

Other funds holding PGF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s PGF Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Invesco Financial Preferred ETF (PGF) in Q1 2015: 1,150 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

118 funds tracked by Wall St. Rank hold PGF as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,150 shares of Invesco Financial Preferred ETF worth $21K as of Q1 2015.
Invesco Financial Preferred ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Invesco Financial Preferred ETF made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #272 holding.
118 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.