TWA
PGF icon

TCI Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

TCI Wealth 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
2019
Q1 		– Sell
-1,026
Closed -$18K – 1502
2018
Q4 		$18K Buy
+1,026
New +$18.1K 0.01% 499

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
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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCI Wealth Advisors's PGF Position: Q1 2019 in Review

TCI Wealth Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2019, closing a stake of 1,026 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in PGF in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 184 funds tracked by Wall St. Rank hold PGF as of Q1 2019.

  • TCI Wealth Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,026 Invesco Financial Preferred ETF shares in Q1 2019, an estimated $18K.
  • TCI Wealth Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2018 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Financial Preferred ETF position peaked at $18K in Q4 2018.
  • 184 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2019.

Based on TCI Wealth Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.