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

MFA 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
2021 Q3	–	Sell	-33,545	Closed	-$648K	–	66
2021 Q2	$648K	Sell	33,545 -195,725	-85%	-$3.72M	0.29%	42
2021 Q1	$4.3M	Buy	229,270 +41,748	+22%	+$782K	2.09%	19
2020 Q4	$3.6M	Buy	187,522 +5,081	+3%	+$96.4K	3.21%	12
2020 Q3	$3.42M	Buy	+182,441	New	+$3.39M	3.63%	12

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

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

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

BWM

BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return

AWS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MFA Wealth Advisors's PGF Position: Q3 2021 in Review

MFA Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q3 2021, closing a stake of 33,545 shares — an estimated $648K sold.

MFA Wealth Advisors first reported a position in PGF in Q3 2020 and held it in 4 quarters. The position peaked at $4.3M in Q1 2021. 191 funds tracked by Wall St. Rank hold PGF as of Q3 2021.

MFA Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q3 2021 after selling out during the quarter.
MFA Wealth Advisors sold 33,545 Invesco Financial Preferred ETF shares in Q3 2021, an estimated $648K.
MFA Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 4 quarters.
MFA Wealth Advisors's Invesco Financial Preferred ETF position peaked at $4.3M in Q1 2021.
191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2021.

Based on MFA Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.