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Invesco Financial Preferred Et other shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison 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 Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 15k 13.76

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds State Street Spd (EDIV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Invesco Financial Preferred Et other

UBS Group
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North Star Investment Management
Signal Advisors Wealth
Janney Montgomery Scott
Raymond James Financial
Rosenblum-Silverman-Sutton
Sterneck Capital Management
Wealth Advisory Solutions
Sanctuary Advisors
Prospera Financial Services

View all funds holding Invesco Financial Preferred Et other