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Invesco Financial Preferred Et other shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $931k 64k 14.58
2023-09-30 $920k 65k 14.06
2023-06-30 $867k 60k 14.35
2023-03-31 $877k 60k 14.52
2022-12-31 $870k 60k 14.40
2022-09-30 $1.4M 93k 15.04
2022-06-30 $1.5M 93k 15.54
2022-03-31 $1.2M 73k 16.92
2021-12-31 $1.3M 68k 18.83
2021-09-30 $1.2M 64k 18.96
2021-06-30 $890k 46k 19.30
2021-03-31 $701k 37k 18.88
2020-12-31 $1.1M 56k 19.21
2020-09-30 $699k 37k 18.83
2020-06-30 $665k 37k 17.91
2020-03-31 $594k 36k 16.34
2019-12-31 $702k 37k 19.00
2019-09-30 $961k 51k 18.78
2019-06-30 $304k 17k 18.42
2019-03-31 $301k 17k 18.24
2018-12-31 $260k 15k 17.33
2018-09-30 $273k 15k 18.20
2018-06-30 $277k 15k 18.47

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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