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Invesco Financial Preferred Et other shares owned by LJI Wealth Management

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $607k 43k 14.06
2023-06-30 $620k 43k 14.35
2023-03-31 $633k 44k 14.52
2022-12-31 $610k 42k 14.40

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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
Integrated Advisors Network
Prospera Financial Services
Stifel Financial

View all funds holding Invesco Financial Preferred Et other