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Strategic Wealth Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-259
Closed -$4 – 396
2019
Q3 		$4 Buy
+259
New +$4.84K ﹤0.01% 663
2018
Q2 		– Sell
-150
Closed -$3K – 809
2018
Q1 		$3K Hold
150
– – ﹤0.01% 694
2017
Q4 		$3K Buy
+150
New +$2.84K ﹤0.01% 672

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's PGF Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco Financial Preferred ETF (PGF) in Q4 2019, closing a stake of 259 shares — an estimated $4 sold.

Strategic Wealth Partners first reported a position in PGF in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 191 funds tracked by Wall St. Rank hold PGF as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Invesco Financial Preferred ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 259 Invesco Financial Preferred ETF shares in Q4 2019, an estimated $4.
  • Strategic Wealth Partners first reported a position in Invesco Financial Preferred ETF in Q4 2017 and held it in 3 quarters.
  • Strategic Wealth Partners's Invesco Financial Preferred ETF position peaked at $3K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.