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Richwood Investment Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Richwood Investment 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
2022
Q1 		– Sell
-692
Closed -$13K – 208
2021
Q4 		$13K Buy
+692
New +$13K 0.01% 229

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Richwood Investment Advisors's PGF Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2022, closing a stake of 692 shares — an estimated $13K sold.

Richwood Investment Advisors first reported a position in PGF in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 217 funds tracked by Wall St. Rank hold PGF as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 692 Invesco Financial Preferred ETF shares in Q1 2022, an estimated $13K.
  • Richwood Investment Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Invesco Financial Preferred ETF position peaked at $13K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.