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Transform Wealth’s Invesco Financial Preferred ETF PGF Stock Holding History

Transform Wealth’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
2020
Q3 		– Sell
-32,520
Closed -$582K – 228
2020
Q2 		$582K Buy
+32,520
New +$579K 0.1% 141

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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Transform Wealth's PGF Position: Q3 2020 in Review

Transform Wealth sold out of Invesco Financial Preferred ETF (PGF) in Q3 2020, closing a stake of 32,520 shares — an estimated $582K sold.

Transform Wealth first reported a position in PGF in Q2 2020 and held it in 1 quarter. The position peaked at $582K in Q2 2020. 176 funds tracked by Wall St. Rank hold PGF as of Q3 2020.

  • Transform Wealth reported no remaining Invesco Financial Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • Transform Wealth sold 32,520 Invesco Financial Preferred ETF shares in Q3 2020, an estimated $582K.
  • Transform Wealth first reported a position in Invesco Financial Preferred ETF in Q2 2020 and held it in 1 quarter.
  • Transform Wealth's Invesco Financial Preferred ETF position peaked at $582K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.