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WealthPLAN Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

WealthPLAN 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
2017
Q2 		– Sell
-1,709
Closed -$32.1K – 353
2017
Q1 		$32.1K Buy
+1,709
New +$31.5K 0.11% 144
2016
Q3 		$757K Sell
39,753
-38,939
-49% -$750K 0.25% 63
2016
Q2 		$839K Buy
+78,692
New +$1.49M 0.11% 129
2015
Q4 		$194K Buy
+10,312
New +$191K 0.03% 274

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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 $564B AUM 30.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return