Point View Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Point View 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	-16,953	Closed	-$308K	–	268
2018 Q3	$308K	Buy	+16,953	New	+$312K	0.14%	191

Other funds holding PGF

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Point View Wealth Management's PGF Position: Q4 2018 in Review

Point View Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2018, closing a stake of 16,953 shares — an estimated $308K sold.

Point View Wealth Management first reported a position in PGF in Q3 2018 and held it in 1 quarter. The position peaked at $308K in Q3 2018. 173 funds tracked by Wall St. Rank hold PGF as of Q4 2018.

Point View Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2018 after selling out during the quarter.
Point View Wealth Management sold 16,953 Invesco Financial Preferred ETF shares in Q4 2018, an estimated $308K.
Point View Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2018 and held it in 1 quarter.
Point View Wealth Management's Invesco Financial Preferred ETF position peaked at $308K in Q3 2018.
173 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2018.

Based on Point View Wealth Management's 13F filing for Q4 2018, filed 7 Feb 2019.