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Venture Visionary Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-1,273
Closed -$19.8K – 1235
2022
Q2 		$19.8K Buy
+1,273
New +$20K ﹤0.01% 1030

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
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Venture Visionary Partners's PGF Position: Q3 2022 in Review

Venture Visionary Partners sold out of Invesco Financial Preferred ETF (PGF) in Q3 2022, closing a stake of 1,273 shares — an estimated $19.8K sold.

Venture Visionary Partners first reported a position in PGF in Q2 2022 and held it in 1 quarter. The position peaked at $19.8K in Q2 2022. 205 funds tracked by Wall St. Rank hold PGF as of Q3 2022.

  • Venture Visionary Partners reported no remaining Invesco Financial Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 1,273 Invesco Financial Preferred ETF shares in Q3 2022, an estimated $19.8K.
  • Venture Visionary Partners first reported a position in Invesco Financial Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Invesco Financial Preferred ETF position peaked at $19.8K in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.