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Snowden Capital Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Snowden Capital 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
-1,000
Closed -$18K – 1774
2021
Q4 		$18K Buy
+1,000
New +$18.7K ﹤0.01% 1361

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Snowden Capital Advisors's PGF Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2022, closing a stake of 1,000 shares — an estimated $18K sold.

Snowden Capital Advisors first reported a position in PGF in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 216 funds tracked by Wall St. Rank hold PGF as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 1,000 Invesco Financial Preferred ETF shares in Q1 2022, an estimated $18K.
  • Snowden Capital Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Invesco Financial Preferred ETF position peaked at $18K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.