Ramiah Investment Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Ramiah Investment Group’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
2023 Q1	–	Sell	-10,101	Closed	-$145K	–	66
2022 Q4	$145K	Buy	+10,101	New	+$149K	0.78%	29
2022 Q3	–	Sell	-11,337	Closed	-$176K	–	60
2022 Q2	$176K	Buy	11,337 +716	+7%	+$11.2K	0.14%	56
2022 Q1	$180K	Buy	+10,621	New	+$185K	0.12%	66
2021 Q3	–	Sell	-10,613	Closed	-$205K	–	91
2021 Q2	$205K	Sell	10,613 -459	-4%	-$8.73K	0.15%	78
2021 Q1	$209K	Buy	11,072 +690	+7%	+$12.9K	0.16%	63
2020 Q4	$199K	Buy	10,382 +24	+0.2%	+$456	0.17%	63
2020 Q3	$194K	Buy	+10,358	New	+$192K	0.19%	68

Other funds holding PGF

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

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CFO

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ramiah Investment Group's PGF Position: Q1 2023 in Review

Ramiah Investment Group sold out of Invesco Financial Preferred ETF (PGF) in Q1 2023, closing a stake of 10,101 shares — an estimated $145K sold.

Ramiah Investment Group first reported a position in PGF in Q3 2020 and held it in 7 quarters. The position peaked at $209K in Q1 2021. 187 funds tracked by Wall St. Rank hold PGF as of Q1 2023.

Ramiah Investment Group reported no remaining Invesco Financial Preferred ETF position as of Q1 2023 after selling out during the quarter.
Ramiah Investment Group sold 10,101 Invesco Financial Preferred ETF shares in Q1 2023, an estimated $145K.
Ramiah Investment Group first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 7 quarters.
Ramiah Investment Group's Invesco Financial Preferred ETF position peaked at $209K in Q1 2021.
187 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2023.

Based on Ramiah Investment Group's 13F filing for Q1 2023, filed 11 Feb 2025.