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Meitav Investment House’s Invesco Financial Preferred ETF PGF Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-800
Closed -$11.5K – 467
2023
Q2 		$11.5K Buy
+800
New +$11.5K ﹤0.01% 529

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's PGF Position: Q3 2023 in Review

Meitav Investment House sold out of Invesco Financial Preferred ETF (PGF) in Q3 2023, closing a stake of 800 shares — an estimated $11.5K sold.

Meitav Investment House first reported a position in PGF in Q2 2023 and held it in 1 quarter. The position peaked at $11.5K in Q2 2023. 185 funds tracked by Wall St. Rank hold PGF as of Q3 2023.

  • Meitav Investment House reported no remaining Invesco Financial Preferred ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 800 Invesco Financial Preferred ETF shares in Q3 2023, an estimated $11.5K.
  • Meitav Investment House first reported a position in Invesco Financial Preferred ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Invesco Financial Preferred ETF position peaked at $11.5K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.