Sterling Investment Advisors (Pennsylvania)’s Invesco Financial Preferred ETF PGF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-15,000	Closed	-$288K	–	531
2020 Q4	$288K	Buy	+15,000	New	+$285K	0.1%	114

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 $21.9B AUM 68.6% 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

Sterling Investment Advisors (Pennsylvania)'s PGF Position: Q1 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco Financial Preferred ETF (PGF) in Q1 2021, closing a stake of 15,000 shares — an estimated $288K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PGF in Q4 2020 and held it in 1 quarter. The position peaked at $288K in Q4 2020. 206 funds tracked by Wall St. Rank hold PGF as of Q1 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco Financial Preferred ETF position as of Q1 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 15,000 Invesco Financial Preferred ETF shares in Q1 2021, an estimated $288K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco Financial Preferred ETF in Q4 2020 and held it in 1 quarter.
Sterling Investment Advisors (Pennsylvania)'s Invesco Financial Preferred ETF position peaked at $288K in Q4 2020.
206 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 4 May 2021.