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

MBE 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
2020
Q2 		– Sell
-3,198
Closed -$54K – 383
2020
Q1 		$54K Buy
+3,198
New +$58.1K 0.05% 116

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MBE Wealth Management's PGF Position: Q2 2020 in Review

MBE Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2020, closing a stake of 3,198 shares — an estimated $54K sold.

MBE Wealth Management first reported a position in PGF in Q1 2020 and held it in 1 quarter. The position peaked at $54K in Q1 2020. 174 funds tracked by Wall St. Rank hold PGF as of Q2 2020.

  • MBE Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 3,198 Invesco Financial Preferred ETF shares in Q2 2020, an estimated $54K.
  • MBE Wealth Management first reported a position in Invesco Financial Preferred ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Invesco Financial Preferred ETF position peaked at $54K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.