RWB
PGF icon

RMR Wealth Builders’s Invesco Financial Preferred ETF PGF Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-1,360
Closed -$26K – 542
2021
Q1 		$26K Sell
1,360
-1,240
-48% -$23.2K 0.01% 475
2020
Q4 		$50K Buy
+2,600
New +$49.4K 0.02% 262

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RMR Wealth Builders's PGF Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco Financial Preferred ETF (PGF) in Q2 2021, closing a stake of 1,360 shares — an estimated $26K sold.

RMR Wealth Builders first reported a position in PGF in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q4 2020. 205 funds tracked by Wall St. Rank hold PGF as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco Financial Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,360 Invesco Financial Preferred ETF shares in Q2 2021, an estimated $26K.
  • RMR Wealth Builders first reported a position in Invesco Financial Preferred ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Invesco Financial Preferred ETF position peaked at $50K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.