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Resource Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Resource 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
Q4 		– Sell
-27,000
Closed -$506K – 180
2020
Q3 		$506K Buy
+27,000
New +$501K 0.08% 86

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
CL
CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

Resource Management's PGF Position: Q4 2020 in Review

Resource Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2020, closing a stake of 27,000 shares — an estimated $506K sold.

Resource Management first reported a position in PGF in Q3 2020 and held it in 1 quarter. The position peaked at $506K in Q3 2020. 210 funds tracked by Wall St. Rank hold PGF as of Q4 2020.

  • Resource Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Resource Management sold 27,000 Invesco Financial Preferred ETF shares in Q4 2020, an estimated $506K.
  • Resource Management first reported a position in Invesco Financial Preferred ETF in Q3 2020 and held it in 1 quarter.
  • Resource Management's Invesco Financial Preferred ETF position peaked at $506K in Q3 2020.
  • 210 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2020.

Based on Resource Management's 13F filing for Q4 2020, filed 8 Feb 2021.