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

Reby 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 Q4	$166K	Buy	+8,667	New	+$165K	0.04%	98

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

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

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

BWM

BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return

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

Reby Advisors's PGF Position: Q4 2020 in Review

Reby Advisors opened a new position in Invesco Financial Preferred ETF (PGF) in Q4 2020: 8,667 shares worth $166K. The stake represents 0.04% of the portfolio and ranks #98 among its holdings.

210 funds tracked by Wall St. Rank hold PGF as of Q4 2020.

Reby Advisors held 8,667 shares of Invesco Financial Preferred ETF worth $166K as of Q4 2020.
Invesco Financial Preferred ETF was a new Reby Advisors position in Q4 2020.
Invesco Financial Preferred ETF made up 0.04% of Reby Advisors's portfolio in Q4 2020, its #98 holding.
210 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.