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Sugarloaf Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-218
Closed -$4K – 842
2022
Q3 		$4K Buy
+218
New +$3.45K ﹤0.01% 651

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Sugarloaf Wealth Management's PGF Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2022, closing a stake of 218 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in PGF in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 226 funds tracked by Wall St. Rank hold PGF as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 218 Invesco Financial Preferred ETF shares in Q4 2022, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco Financial Preferred ETF position peaked at $4K in Q3 2022.
  • 226 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.