Professional Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-100	Closed	-$2K	–	348
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	438
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	429
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	442
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	435
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	377
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	377
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	335
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	331
2020 Q3	$2K	Buy	+100	New	+$1.86K	﹤0.01%	318

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

CFO

Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Professional Financial Advisors's PGF Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in PGF in Q3 2020 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 226 funds tracked by Wall St. Rank hold PGF as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco Financial Preferred ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 100 Invesco Financial Preferred ETF shares in Q4 2022, an estimated $2K.
Professional Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Invesco Financial Preferred ETF position peaked at $2K in Q3 2022.
226 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.