Who owns Invesco Financial Preferred Et other?
- Ticker: PGF
- CUSIP Number: 46137v621
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Financial Preferred Et other with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Financial Preferred Et other stock
Who bought or sold Invesco Financial Preferred Et other this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.2M | $17M | 9% | Dec 2023 |
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| Rfg Holdings | 867k | $13M | 100% | Mar 2024 |
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| Private Advisor | 784k | $11M | 14% | Dec 2023 |
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| Wells Fargo & Company | 746k | $11M | -4% | Dec 2023 |
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| Evoke Wealth | 440k | $6.4M | -9% | Dec 2023 |
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| UBS Group | 412k | $6.0M | 4% | Dec 2023 |
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| Strategic Wealth Designers | 395k | $5.8M | 2% | Dec 2023 |
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| Cim | 377k | $5.7M | 100% | Dec 2023 |
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| Royal Bank of Canada | 322k | $4.7M | 6% | Dec 2023 |
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| North Star Investment Management | 317k | $4.6M | -3% | Dec 2023 |
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| Jane Street | 168k | $2.4M | -62% | Dec 2023 |
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| Accel Wealth Management | 133k | $1.9M | -15% | Dec 2023 |
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| Cambridge Investment Research Advisors | 126k | $1.8M | -9% | Dec 2023 |
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| Investors Research Corp | 124k | $1.8M | 10% | Dec 2023 |
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| Prospera Financial Services | 120k | $1.7M | -9% | Dec 2023 |
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| Stifel Financial | 119k | $1.7M | 17% | Dec 2023 |
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| Commonwealth Equity Services | 118k | $1.7M | -11% | Dec 2023 |
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| Advisor Group Holdings | 115k | $1.7M | -33% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 113k | $1.6M | -3% | Dec 2023 |
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| Integrated Advisors Network | 101k | $1.5M | 1% | Dec 2023 |
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| Sowell Financial Services | 92k | $1.3M | 0% | Dec 2023 |
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| Ohio Valley Financial | 87k | $1.3M | 2% | Dec 2023 |
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| Diam | 86k | $1.3M | -2% | Dec 2023 |
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| Raymond James & Associates | 78k | $1.1M | -5% | Dec 2023 |
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| Citadel Advisors | 76k | $1.1M | 100% | Dec 2023 |
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| Sterneck Capital Management | 73k | $1.1M | -2% | Dec 2023 |
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| D.A. Davidson & Co. | 72k | $1.0M | -1% | Dec 2023 |
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| Lincoln National | 70k | $1.0M | 0% | Dec 2023 |
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| Mirae Asset Global Investments | 69k | $1.0M | 0% | Dec 2023 |
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| Wolverine Trading | 69k | $1.0M | 9% | Dec 2023 |
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| Captrust Financial Advisors | 64k | $931k | -2% | Dec 2023 |
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| Branch Banking & Trust Company | 57k | $835k | -89% | Dec 2023 |
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| HighTower Advisors | 53k | $775k | -10% | Dec 2023 |
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| Walker Asset Management | 50k | $762k | 0% | Mar 2024 |
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| Kestra Advisory Services | 50k | $725k | -10% | Dec 2023 |
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| Avory & Company | 48k | $700k | 0% | Dec 2023 |
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| Pennsylvania Capital Management | 39k | $561k | 0% | Dec 2023 |
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| ProVise Management Group | 38k | $558k | 0% | Dec 2023 |
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| Lido Advisors | 35k | $505k | 24% | Dec 2023 |
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| Capital Investment Advisors | 34k | $520k | -2% | Mar 2024 |
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| Gould Asset Management | 31k | $449k | -2% | Dec 2023 |
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| Advisory Services Network | 30k | $441k | -11% | Dec 2023 |
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| Appleton Partners | 30k | $431k | -8% | Dec 2023 |
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| Raymond James Financial Services Advisors | 29k | $422k | -51% | Dec 2023 |
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| Stratos Wealth Partners | 28k | $431k | -1% | Mar 2024 |
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| Aft, Forsyth and Company | 28k | $401k | 0% | Dec 2023 |
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| Wealthcare Advisory Partners | 27k | $414k | 31% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 25k | $370k | 0% | Dec 2023 |
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| Bank Of Montreal | 25k | $364k | -12% | Dec 2023 |
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| Titleist Asset Management | 23k | $338k | 2% | Dec 2023 |
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| H D Vest Advisory Services | 23k | $337k | -7% | Dec 2023 |
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| Dearborn Partners | 21k | $313k | 20% | Dec 2023 |
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| Lakeview Capital Partners | 21k | $306k | 0% | Dec 2023 |
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| Financial Gravity Wealth | 21k | $272k | 0% | Dec 2023 |
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| Joseph P. Lucia & Associates | 20k | $294k | 0% | Dec 2023 |
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| Institute For Wealth Management | 20k | $286k | -2% | Dec 2023 |
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| Wedbush Morgan Securities | 20k | $285k | -13% | Dec 2023 |
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| HF Advisory Group | 19k | $281k | -1% | Dec 2023 |
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| Dunhill Financial | 19k | $272k | -69% | Dec 2023 |
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| Koshinski Asset Management | 17k | $253k | -42% | Dec 2023 |
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| Fiera Capital Corporation | 17k | $252k | -6% | Dec 2023 |
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| Hrt Financial | 17k | $244k | 100% | Dec 2023 |
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| McRae Capital Management | 16k | $247k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 16k | $245k | -5% | Mar 2024 |
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| Krilogy Financial | 16k | $233k | 100% | Dec 2023 |
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| Novak & Powell Financial Services | 16k | $231k | 100% | Dec 2023 |
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| Wayne Hummer Investments | 15k | $220k | -22% | Dec 2023 |
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| Triangle Securities Wealth Management | 15k | $213k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 14k | $208k | 0% | Dec 2023 |
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| Premier Path Wealth Partners | 14k | $206k | 100% | Dec 2023 |
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| Essex Financial Services | 14k | $204k | -2% | Dec 2023 |
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| Janney Montgomery Scott | 14k | $196k | -6% | Dec 2023 |
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| Advisors Capital Management | 13k | $189k | 12% | Dec 2023 |
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| Valley Brook Capital Group | 13k | $184k | 0% | Dec 2023 |
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| Kingsview Wealth Management | 13k | $184k | 1% | Dec 2023 |
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| Two Sigma Securities | 13k | $184k | 100% | Dec 2023 |
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| Arkadios Wealth Advisors | 12k | $178k | -20% | Dec 2023 |
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| Bartlett & Co. | 12k | $175k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 12k | $175k | 0% | Dec 2023 |
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| Rockland Trust | 12k | $178k | 0% | Mar 2024 |
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| National Wealth Management Group | 12k | $170k | -9% | Dec 2023 |
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| Monticello Wealth Management | 12k | $167k | 0% | Dec 2023 |
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| J.w. Cole Advisors | 11k | $163k | 1% | Dec 2023 |
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| Garrison, Bradford & Associates | 11k | $168k | 0% | Mar 2024 |
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| Gail Mannix | 11k | $157k | -24% | Dec 2023 |
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| Pnc Financial Services | 10k | $152k | -62% | Dec 2023 |
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| Dagco | 9.3k | $136k | 100% | Dec 2023 |
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| Carmichael Hill & Associates | 8.1k | $118k | 0% | Dec 2023 |
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| Lindbrook Capital | 8.0k | $117k | 0% | Dec 2023 |
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| Optimum Investment Advisors | 7.2k | $110k | 0% | Mar 2024 |
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| Proequities | 6.0k | $87M | 0% | Dec 2023 |
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| Hanson McClain Advisors | 5.9k | $86k | 2036% | Dec 2023 |
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| Anchor Investment Management | 5.7k | $83k | 0% | Dec 2023 |
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| Principal Securities | 5.3k | $77k | 100% | Dec 2023 |
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| Summit Investment Advisors | 5.1k | $74k | 1% | Dec 2023 |
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| Citigroup | 5.0k | $73k | 100% | Dec 2023 |
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| CWM | 4.9k | $74k | 116% | Mar 2024 |
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| Friedenthal Financial | 4.8k | $70k | 100% | Dec 2023 |
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| IFP Advisors | 3.8k | $55k | -4% | Dec 2023 |
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| Harbour Investments | 3.2k | $47k | -15% | Dec 2023 |
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| Capital Investment Advisory Services | 3.0k | $44k | -24% | Dec 2023 |
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| Us Bancorp | 3.0k | $43k | -41% | Dec 2023 |
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| Concord Wealth Partners | 2.6k | $39k | 2% | Dec 2023 |
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| Retirement Group | 2.6k | $38k | -1% | Dec 2023 |
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| Baystate Wealth Management | 2.0k | $30k | 100% | Dec 2023 |
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| McClarren Financial Advisors | 2.0k | $30k | 2% | Dec 2023 |
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| Private Trust Co Na | 2.0k | $29k | -94% | Dec 2023 |
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| Register Financial Advisors | 2.0k | $30k | 2% | Mar 2024 |
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| Jamison Private Wealth Management | 1.8k | $26k | 0% | Dec 2023 |
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| JDM Financial Group | 1.6k | $24k | 2% | Dec 2023 |
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| 13F Holdings Report | 1.5k | $22k | 0% | Dec 2023 |
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| Twin Lakes Capital Management | 1.5k | $22k | 0% | Dec 2023 |
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| Rogco | 1.5k | $21k | 0% | Dec 2023 |
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| Bellevue Asset Management | 1.4k | $21k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 1.3k | $19k | 0% | Dec 2023 |
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| Emerald Investment Partners | 1.3k | $19k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.3k | $19k | 31% | Dec 2023 |
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| Northwest Financial Advisors | 1.2k | $17k | 100% | Dec 2023 |
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| Gradient Investments | 1.1k | $16k | 100% | Dec 2023 |
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| Bogart Wealth | 1.1k | $16k | 0% | Dec 2023 |
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| Pinnacle Bank | 1.0k | $15k | 0% | Mar 2024 |
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| Godsey and Gibb | 1.0k | $15k | 100% | Dec 2023 |
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| Washington Trust Company | 1.0k | $15k | 0% | Dec 2023 |
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| Independence Bank of Kentucky | 950.00 | $15k | 0% | Mar 2024 |
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| Sound Income Strategies | 891.00 | $14k | -9% | Mar 2024 |
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| Founders Financial Alliance | 883.00 | $13k | -58% | Dec 2023 |
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| SRS Capital Advisors | 790.00 | $12k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 741.00 | $11k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 634.00 | $9.2k | 0% | Dec 2023 |
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| William Blair $ Company | 558.00 | $8.1k | 0% | Dec 2023 |
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| Nbc Securities | 500.00 | $7.0k | 0% | Mar 2024 |
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| AdvisorNet Financial | 500.00 | $7.6k | -65% | Mar 2024 |
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| Quadrant Capital | 500.00 | $7.3k | 0% | Dec 2023 |
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| Newbridge Financial Services Group | 500.00 | $7.3k | -44% | Dec 2023 |
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| Heritage Wealth Advisors | 484.00 | $7.1k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 445.00 | $6.5k | 345% | Dec 2023 |
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| Institutional & Family Asset Management | 442.00 | $6.4k | 0% | Dec 2023 |
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| Impact Partnership Wealth | 335.00 | $4.9k | 0% | Dec 2023 |
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| Tyler-Stone Wealth Management | 300.00 | $4.4k | 0% | Dec 2023 |
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| WealthTrust DunckerStreett | 281.00 | $4.1k | 0% | Dec 2023 |
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| SCBT Financial Corporation | 230.00 | $3.4k | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 225.00 | $3.3k | 0% | Dec 2023 |
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| Cutler | 200.00 | $0 | 100% | Dec 2023 |
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| Simplex Trading | 166.00 | $2.0k | 100% | Dec 2023 |
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| Geneos Wealth Management | 150.00 | $2.2k | 0% | Dec 2023 |
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| Ancora Advisors | 150.00 | $2.2k | 0% | Dec 2023 |
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| Delta Asset Management | 124.00 | $1.8k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 15.00 | $229.000500 | 0% | Mar 2024 |
|
| Atticus Wealth Management | 4.00 | $61.000000 | 0% | Mar 2024 |
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Who sold out of Invesco Financial Preferred Et other?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Custos Family Office | Sep 2023 | 629k | $8.8M |
| Baker Avenue Asset Management | Sep 2023 | 149k | $2.1M |
| Crestwood Advisors | Sep 2023 | 29k | $402k |
| Goldman Sachs Group | Sep 2023 | 27k | $382k |
| Flow Traders US | Sep 2023 | 26k | $362k |
| Creative Planning | Sep 2023 | 20k | $281k |
| HPM Partners | Sep 2023 | 18k | $254k |
| Owen LaRue | Sep 2023 | 16k | $225k |
| Mariner Wealth Advisors | Sep 2023 | 13k | $178k |
| Howard Wealth Management | Sep 2023 | 12k | $166k |
| AE Wealth Management | Sep 2023 | 10k | $145k |
| Franklin Resources | Sep 2023 | 3.8k | $53k |
| Fifth Third Bancorp | Sep 2023 | 1.6k | $23k |
| Sheets Smith Wealth Management | Sep 2023 | 1.5k | $22k |
| Taddei, Ludwig & Associates | Sep 2023 | 1.1k | $16k |
| Capital Investment Counsel | Sep 2023 | 275.00 | $3.9k |
| Cary Street Partner Investment Advisory | Sep 2023 | 263.00 | $3.7k |
| Integrity Financial Corp | Sep 2023 | 134.00 | $1.9k |