Bogart Wealth »

Invesco Financial Preferred Et other shares owned by Bogart Wealth

Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Invesco Financial Preferred Et other

Tip: Access up to 7 years of quarterly data

All positions including Invesco Financial Preferred Et other held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Financial Preferred Et other by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 1.1k 14.55
2024-09-30 $17k 1.1k 15.66
2024-06-30 $16k 1.1k 14.73
2024-03-31 $16k 1.1k 15.24
2023-12-31 $16k 1.1k 14.58
2023-09-30 $15k 1.1k 14.06
2023-06-30 $15k 1.1k 14.35
2023-03-31 $15k 1.1k 14.52
2022-12-31 $15k 1.1k 14.40
2022-09-30 $24k 1.6k 15.01
2022-06-30 $25k 1.6k 15.63
2022-03-31 $27k 1.6k 16.89
2021-12-31 $30k 1.6k 18.76
2021-09-30 $30k 1.6k 18.76
2021-06-30 $31k 1.6k 19.39
2021-03-31 $124k 6.6k 18.85
2020-12-31 $126k 6.6k 19.15
2020-09-30 $123k 6.6k 18.70
2020-06-30 $132k 7.4k 17.90
2020-03-31 $9.0k 539 16.70
2019-12-31 $10k 539 18.55
2019-09-30 $10k 539 18.55
2019-06-30 $9.0k 539 16.70
2019-03-31 $9.0k 539 16.70
2018-12-31 $9.0k 539 16.70
2018-09-30 $10k 539 18.55
2018-06-30 $9.0k 539 16.70

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Acwi Etf Etf (ACWI)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Total International Stock Etf Etf (VXUS)
Invesco S&p Midcap Quality Etf Etf (XMHQ)

View all positions for Bogart Wealth

Top funds holding Invesco Financial Preferred Et other

Morgan Stanley
LPL Financial
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Private Advisor
Evoke Wealth
North Star Investment Management
Cim
Investors Research Corp
Orion Portfolio Solutions
Stifel Financial
Integrated Advisors Network
Royal Bank of Canada

View all funds holding Invesco Financial Preferred Et other