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

Powell 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
2020
Q2 		– Sell
-15,692
Closed -$265K – 115
2020
Q1 		$265K Buy
+15,692
New +$285K 0.32% 63

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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Powell Investment Advisors's PGF Position: Q2 2020 in Review

Powell Investment Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q2 2020, closing a stake of 15,692 shares — an estimated $265K sold.

Powell Investment Advisors first reported a position in PGF in Q1 2020 and held it in 1 quarter. The position peaked at $265K in Q1 2020. 174 funds tracked by Wall St. Rank hold PGF as of Q2 2020.

  • Powell Investment Advisors reported no remaining Invesco Financial Preferred ETF position as of Q2 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 15,692 Invesco Financial Preferred ETF shares in Q2 2020, an estimated $265K.
  • Powell Investment Advisors first reported a position in Invesco Financial Preferred ETF in Q1 2020 and held it in 1 quarter.
  • Powell Investment Advisors's Invesco Financial Preferred ETF position peaked at $265K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2020.

Based on Powell Investment Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.