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

Paulson 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
2018
Q4 		– Sell
-44,679
Closed -$797K – 129
2018
Q3 		$797K Buy
44,679
+25,711
+136% +$473K 0.72% 38
2018
Q2 		$350K Buy
+18,968
New +$349K 0.35% 71

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Paulson Wealth Management's PGF Position: Q4 2018 in Review

Paulson Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2018, closing a stake of 44,679 shares — an estimated $797K sold.

Paulson Wealth Management first reported a position in PGF in Q2 2018 and held it in 2 quarters. The position peaked at $797K in Q3 2018. 173 funds tracked by Wall St. Rank hold PGF as of Q4 2018.

  • Paulson Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 44,679 Invesco Financial Preferred ETF shares in Q4 2018, an estimated $797K.
  • Paulson Wealth Management first reported a position in Invesco Financial Preferred ETF in Q2 2018 and held it in 2 quarters.
  • Paulson Wealth Management's Invesco Financial Preferred ETF position peaked at $797K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.