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

Northwest 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
Q4 		– Sell
-1,190
Closed -$18.6K – 406
2024
Q3 		$18.6K Buy
+1,190
New +$18.1K 0.01% 325
2024
Q1 		– Sell
-1,190
Closed -$17.3K – 388
2023
Q4 		$17.3K Buy
+1,190
New +$16.6K 0.01% 321

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CL
CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

Northwest Financial Advisors's PGF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2024, closing a stake of 1,190 shares — an estimated $18.6K sold.

Northwest Financial Advisors first reported a position in PGF in Q4 2023 and held it in 2 quarters. The position peaked at $18.6K in Q3 2024. 172 funds tracked by Wall St. Rank hold PGF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,190 Invesco Financial Preferred ETF shares in Q4 2024, an estimated $18.6K.
  • Northwest Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Financial Preferred ETF position peaked at $18.6K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.