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Vantage Investment Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History

Vantage Investment 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
2018
Q1 		– Sell
-68
Closed -$1K – 846
2017
Q4 		$1K Buy
+68
New +$1.29K ﹤0.01% 802

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIAS
FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Vantage Investment Advisors's PGF Position: Q1 2018 in Review

Vantage Investment Advisors sold out of Invesco Financial Preferred ETF (PGF) in Q1 2018, closing a stake of 68 shares — an estimated $1K sold.

Vantage Investment Advisors first reported a position in PGF in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 169 funds tracked by Wall St. Rank hold PGF as of Q1 2018.

  • Vantage Investment Advisors reported no remaining Invesco Financial Preferred ETF position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 68 Invesco Financial Preferred ETF shares in Q1 2018, an estimated $1K.
  • Vantage Investment Advisors first reported a position in Invesco Financial Preferred ETF in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's Invesco Financial Preferred ETF position peaked at $1K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.