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Morling Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Morling Financial 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
2024
Q2 		– Sell
-300
Closed -$4.57K – 101
2024
Q1 		$4.57K Buy
+300
New +$4.51K ﹤0.01% 98

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
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morling Financial Advisors's PGF Position: Q2 2024 in Review

Morling Financial Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2024, closing a stake of 300 shares — an estimated $4.57K sold.

Morling Financial Advisors first reported a position in PGF in Q1 2024 and held it in 1 quarter. The position peaked at $4.57K in Q1 2024. 179 funds tracked by Wall St. Rank hold PGF as of Q2 2024.

  • Morling Financial Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 300 Invesco Financial Preferred ETF shares in Q2 2024, an estimated $4.57K.
  • Morling Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's Invesco Financial Preferred ETF position peaked at $4.57K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.