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Piper Sandler & Co’s Invesco Financial Preferred ETF PGF Stock Holding History

Piper Sandler & Co’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
2022
Q3 		– Sell
-100
Closed -$2K – 45
2022
Q2 		$2K Buy
+100
New +$1.57K ﹤0.01% 42

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
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Piper Sandler & Co's PGF Position: Q3 2022 in Review

Piper Sandler & Co sold out of Invesco Financial Preferred ETF (PGF) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Piper Sandler & Co first reported a position in PGF in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 205 funds tracked by Wall St. Rank hold PGF as of Q3 2022.

  • Piper Sandler & Co reported no remaining Invesco Financial Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Piper Sandler & Co sold 100 Invesco Financial Preferred ETF shares in Q3 2022, an estimated $2K.
  • Piper Sandler & Co first reported a position in Invesco Financial Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Piper Sandler & Co's Invesco Financial Preferred ETF position peaked at $2K in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2022.

Based on Piper Sandler & Co's 13F filing for Q3 2022, filed 14 Nov 2022.