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Proficio Capital Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Proficio Capital Partners’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
2017
Q1 		– Sell
-1,000
Closed -$18K – 1349
2016
Q4 		$18K Buy
+1,000
New +$18.4K 0.01% 482

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Proficio Capital Partners's PGF Position: Q1 2017 in Review

Proficio Capital Partners sold out of Invesco Financial Preferred ETF (PGF) in Q1 2017, closing a stake of 1,000 shares — an estimated $18K sold.

Proficio Capital Partners first reported a position in PGF in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 153 funds tracked by Wall St. Rank hold PGF as of Q1 2017.

  • Proficio Capital Partners reported no remaining Invesco Financial Preferred ETF position as of Q1 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 1,000 Invesco Financial Preferred ETF shares in Q1 2017, an estimated $18K.
  • Proficio Capital Partners first reported a position in Invesco Financial Preferred ETF in Q4 2016 and held it in 1 quarter.
  • Proficio Capital Partners's Invesco Financial Preferred ETF position peaked at $18K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2017.

Based on Proficio Capital Partners's 13F filing for Q1 2017, filed 25 May 2017.