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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.