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

MinichMacGregor 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
2023 Q1	–	Sell	-100	Closed	-$1.44K	–	482
2022 Q4	$1.44K	Buy	+100	New	+$1.48K	﹤0.01%	600
2018 Q4	–	Sell	-100	Closed	-$1K	–	379
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	493
2018 Q2	$1K	Buy	+100	New	+$1.84K	﹤0.01%	498

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

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

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

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

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

MinichMacGregor Wealth Management's PGF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2023, closing a stake of 100 shares — an estimated $1.44K sold.

MinichMacGregor Wealth Management first reported a position in PGF in Q2 2018 and held it in 3 quarters. The position peaked at $1.44K in Q4 2022. 187 funds tracked by Wall St. Rank hold PGF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 100 Invesco Financial Preferred ETF shares in Q1 2023, an estimated $1.44K.
MinichMacGregor Wealth Management first reported a position in Invesco Financial Preferred ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco Financial Preferred ETF position peaked at $1.44K in Q4 2022.
187 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.