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Invesco Financial Preferred Et other shares owned by BT Wealth Management

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

Historical chart of BT Wealth Management 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 BT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Financial Preferred Et other by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.3M 80k 15.54
2022-03-31 $2.2M 131k 16.92
2021-12-31 $2.8M 150k 18.82
2021-09-30 $9.4M 496k 18.95
2021-06-30 $11M 556k 19.29
2021-03-31 $11M 566k 18.88
2020-12-31 $10M 532k 19.21
2020-09-30 $8.2M 437k 18.74
2020-06-30 $242k 14k 17.93

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

Top funds holding Invesco Financial Preferred Et other

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

View all funds holding Invesco Financial Preferred Et other