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Milestone Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Milestone Asset 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
2023
Q1 		– Sell
-20,243
Closed -$322K – 85
2022
Q4 		$322K Buy
+20,243
New +$299K 0.19% 43

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $167M AUM 21.03% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Asset Management's PGF Position: Q1 2023 in Review

Milestone Asset Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2023, closing a stake of 20,243 shares — an estimated $322K sold.

Milestone Asset Management first reported a position in PGF in Q4 2022 and held it in 1 quarter. The position peaked at $322K in Q4 2022. 186 funds tracked by Wall St. Rank hold PGF as of Q1 2023.

  • Milestone Asset Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 20,243 Invesco Financial Preferred ETF shares in Q1 2023, an estimated $322K.
  • Milestone Asset Management first reported a position in Invesco Financial Preferred ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's Invesco Financial Preferred ETF position peaked at $322K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.