Invesco Financial Preferred Et other shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco Financial Preferred Et other
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Quarterly reported holdings in Invesco Financial Preferred Et other by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $167k | 12k | 14.58 |
| 2023-09-30 | $161k | 12k | 14.06 |
| 2023-06-30 | $164k | 12k | 14.35 |
| 2023-03-31 | $165k | 12k | 14.40 |
| 2022-12-31 | $165k | 12k | 14.40 |
| 2022-09-30 | $172k | 12k | 15.02 |
| 2022-06-30 | $178k | 12k | 15.55 |
| 2022-03-31 | $194k | 12k | 16.94 |
| 2021-12-31 | $245k | 13k | 18.83 |
| 2021-09-30 | $247k | 13k | 18.99 |
| 2021-06-30 | $251k | 13k | 19.29 |
More positions owned by Monticello Wealth Management
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Top funds holding Invesco Financial Preferred Et other
View all funds holding Invesco Financial Preferred Et other