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Invesco Financial Preferred Et other shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 18k 14.62
2025-06-30 $310k 22k 14.11
2025-03-31 $329k 23k 14.28
2024-12-31 $335k 23k 14.55

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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