Wealthspire Advisors (New York)’s Invesco Financial Preferred ETF PGF Stock Holding History

Wealthspire Advisors (New York)’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
2021 Q3	–	Sell	-32,000	Closed	-$617K	–	593
2021 Q2	$617K	Buy	32,000 +5,265	+20%	+$100K	0.02%	206
2021 Q1	$505K	Buy	26,735 +3,114	+13%	+$58.4K	0.01%	395
2020 Q4	$454K	Buy	+23,621	New	+$448K	0.01%	325

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s PGF Position: Q3 2021 in Review

Wealthspire Advisors (New York) sold out of Invesco Financial Preferred ETF (PGF) in Q3 2021, closing a stake of 32,000 shares — an estimated $617K sold.

Wealthspire Advisors (New York) first reported a position in PGF in Q4 2020 and held it in 3 quarters. The position peaked at $617K in Q2 2021. 191 funds tracked by Wall St. Rank hold PGF as of Q3 2021.

Wealthspire Advisors (New York) reported no remaining Invesco Financial Preferred ETF position as of Q3 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 32,000 Invesco Financial Preferred ETF shares in Q3 2021, an estimated $617K.
Wealthspire Advisors (New York) first reported a position in Invesco Financial Preferred ETF in Q4 2020 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Invesco Financial Preferred ETF position peaked at $617K in Q2 2021.
191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2021, filed 15 Nov 2021.