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Panoramic Investment Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Panoramic Investment 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
2023
Q4 		– Sell
-13,651
Closed -$192K – 108
2023
Q3 		$192K Buy
+13,651
New +$195K 0.18% 96
2022
Q4 		$195K Buy
+13,518
New +$200K 0.2% 91

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Panoramic Investment Advisors's PGF Position: Q4 2023 in Review

Panoramic Investment Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2023, closing a stake of 13,651 shares — an estimated $192K sold.

Panoramic Investment Advisors first reported a position in PGF in Q4 2022 and held it in 2 quarters. The position peaked at $195K in Q4 2022. 182 funds tracked by Wall St. Rank hold PGF as of Q4 2023.

  • Panoramic Investment Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2023 after selling out during the quarter.
  • Panoramic Investment Advisors sold 13,651 Invesco Financial Preferred ETF shares in Q4 2023, an estimated $192K.
  • Panoramic Investment Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Panoramic Investment Advisors's Invesco Financial Preferred ETF position peaked at $195K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2023.

Based on Panoramic Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.