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Sonora Investment Management Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Sonora Investment Management Group’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
2023
Q2 		– Sell
-11,945
Closed -$173K – 279
2023
Q1 		$173K Hold
11,945
– – 0.02% 255
2022
Q4 		$172K Buy
+11,945
New +$177K 0.02% 251

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sonora Investment Management Group's PGF Position: Q2 2023 in Review

Sonora Investment Management Group sold out of Invesco Financial Preferred ETF (PGF) in Q2 2023, closing a stake of 11,945 shares — an estimated $173K sold.

Sonora Investment Management Group first reported a position in PGF in Q4 2022 and held it in 2 quarters. The position peaked at $173K in Q1 2023. 181 funds tracked by Wall St. Rank hold PGF as of Q2 2023.

  • Sonora Investment Management Group reported no remaining Invesco Financial Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 11,945 Invesco Financial Preferred ETF shares in Q2 2023, an estimated $173K.
  • Sonora Investment Management Group first reported a position in Invesco Financial Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Sonora Investment Management Group's Invesco Financial Preferred ETF position peaked at $173K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2023.

Based on Sonora Investment Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.