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Raab & Moskowitz Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-3,761
Closed -$70K – 407
2019
Q4 		$70K Buy
+3,761
New +$70.5K 0.03% 219

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $85.1B AUM 27.35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Raab & Moskowitz Asset Management's PGF Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2020, closing a stake of 3,761 shares — an estimated $70K sold.

Raab & Moskowitz Asset Management first reported a position in PGF in Q4 2019 and held it in 1 quarter. The position peaked at $70K in Q4 2019. 185 funds tracked by Wall St. Rank hold PGF as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 3,761 Invesco Financial Preferred ETF shares in Q1 2020, an estimated $70K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco Financial Preferred ETF in Q4 2019 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Invesco Financial Preferred ETF position peaked at $70K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.