Pointe Capital Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-825
Closed -$12K 325
2023
Q1
$12K Buy
+825
New +$12.6K 0.01% 302

Other funds holding PGF

Pointe Capital Management's PGF Position: Q2 2023 in Review

Pointe Capital Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2023, closing a stake of 825 shares — an estimated $12K sold.

Pointe Capital Management first reported a position in PGF in Q1 2023 and held it in 1 quarter. The position peaked at $12K in Q1 2023. 181 funds tracked by Wall St. Rank hold PGF as of Q2 2023.

  • Pointe Capital Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 825 Invesco Financial Preferred ETF shares in Q2 2023, an estimated $12K.
  • Pointe Capital Management first reported a position in Invesco Financial Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Invesco Financial Preferred ETF position peaked at $12K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.