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

Meadow Creek 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
2022 Q1	–	Sell	-17,646	Closed	-$332K	–	122
2021 Q4	$332K	Buy	+17,646	New	+$330K	0.31%	89
2019 Q4	$515K	Buy	+27,304	New	+$512K	0.71%	40

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

Meadow Creek Wealth Advisors's PGF Position: Q1 2022 in Review

Meadow Creek Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2022, closing a stake of 17,646 shares — an estimated $332K sold.

Meadow Creek Wealth Advisors first reported a position in PGF in Q4 2019 and held it in 2 quarters. The position peaked at $515K in Q4 2019. 217 funds tracked by Wall St. Rank hold PGF as of Q1 2022.

Meadow Creek Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2022 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 17,646 Invesco Financial Preferred ETF shares in Q1 2022, an estimated $332K.
Meadow Creek Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2019 and held it in 2 quarters.
Meadow Creek Wealth Advisors's Invesco Financial Preferred ETF position peaked at $515K in Q4 2019.
217 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2022.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.