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

South Shore 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 Q3	$292K	Sell	19,389 -1,553	-7%	-$24.6K	0.68%	49
2022 Q2	$325K	Buy	20,942 +100	+0.5%	+$1.57K	0.68%	49
2022 Q1	$353K	Buy	20,842 +9	+0%	+$157	0.58%	55
2021 Q4	$392K	Sell	20,833 -23	-0.1%	-$431	0.64%	55
2021 Q3	$395K	Buy	20,856 +304	+1%	+$5.8K	0.72%	53
2021 Q2	$396K	Sell	20,552 -428	-2%	-$8.14K	0.7%	54
2021 Q1	$396K	Buy	20,980 +574	+3%	+$10.8K	0.39%	69
2020 Q4	$392K	Buy	+20,406	New	+$387K	0.39%	67

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

South Shore Capital Advisors's PGF Position: Q3 2022 in Review

South Shore Capital Advisors reduced its Invesco Financial Preferred ETF (PGF) stake by 7.4% in Q3 2022, selling an estimated $24.6K and leaving 19,389 shares worth $292K. The position accounts for 0.68% of the portfolio, ranked #49.

South Shore Capital Advisors first reported a position in PGF in Q4 2020 and has held it in 8 quarters since. The position peaked at $396K in Q2 2021. 205 funds tracked by Wall St. Rank hold PGF as of Q3 2022.

South Shore Capital Advisors held 19,389 shares of Invesco Financial Preferred ETF worth $292K as of Q3 2022.
South Shore Capital Advisors sold 1,553 Invesco Financial Preferred ETF shares in Q3 2022, an estimated $24.6K.
Invesco Financial Preferred ETF made up 0.68% of South Shore Capital Advisors's portfolio in Q3 2022, its #49 holding.
South Shore Capital Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's Invesco Financial Preferred ETF position peaked at $396K in Q2 2021.
205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.