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Invesco Financial Preferred Et other shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors 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 Heritage Wealth Advisors 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 Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1k 484 14.58
2023-09-30 $6.8k 484 14.06
2023-06-30 $5.5k 384 14.35
2023-03-31 $5.6k 384 14.52
2022-12-31 $5.5k 384 14.40
2022-09-30 $6.0k 384 15.63
2022-06-30 $6.0k 384 15.63
2022-03-31 $6.0k 384 15.63
2021-12-31 $7.0k 384 18.23

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Invesco Financial Preferred Et other

Bank of America Corporation
Rfg Holdings
Wells Fargo & Company
Private Advisor
Evoke Wealth
UBS Group
Strategic Wealth Designers
Cim
Royal Bank of Canada
North Star Investment Management
Jane Street
Investors Research Corp
Prospera Financial Services
Stifel Financial
Advisor Group Holdings

View all funds holding Invesco Financial Preferred Et other