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

Semmax Financial 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
2021 Q1	–	Sell	-1,545	Closed	-$30K	–	286
2020 Q4	$30K	Buy	+1,545	New	+$29.3K	0.01%	138
2019 Q2	–	Sell	-42	Closed	-$1K	–	424
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	453
2018 Q4	$1K	Buy	+42	New	+$741	﹤0.01%	424

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

BWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Semmax Financial Advisors's PGF Position: Q1 2021 in Review

Semmax Financial Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2021, closing a stake of 1,545 shares — an estimated $30K sold.

Semmax Financial Advisors first reported a position in PGF in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2020. 206 funds tracked by Wall St. Rank hold PGF as of Q1 2021.

Semmax Financial Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2021 after selling out during the quarter.
Semmax Financial Advisors sold 1,545 Invesco Financial Preferred ETF shares in Q1 2021, an estimated $30K.
Semmax Financial Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 3 quarters.
Semmax Financial Advisors's Invesco Financial Preferred ETF position peaked at $30K in Q4 2020.
206 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2021.

Based on Semmax Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.