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Invesco Financial Preferred Et other shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $11k 750 14.55
2024-09-30 $12k 750 15.66
2021-06-30 $5.1M 263k 19.28
2021-03-31 $4.5M 237k 18.88
2020-12-31 $387k 20k 19.20

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Invesco Financial Preferred Et other

Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Private Advisor
Evoke Wealth
Investors Research Corp
North Star Investment Management
Signal Advisors Wealth
Janney Montgomery Scott
Wealth Advisory Solutions
Sterneck Capital Management
Royal Bank of Canada
Raymond James Financial
Prospera Financial Services

View all funds holding Invesco Financial Preferred Et other