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Invesco Financial Preferred Et other shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $192k 14k 14.06
2022-12-31 $195k 14k 14.40

More positions owned by Panoramic Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Panoramic Investment Advisors

Top funds holding Invesco Financial Preferred Et other

UBS Group
LPL Financial
Wells Fargo & Company
Private Advisor
Investors Research Corp
Evoke Wealth
North Star Investment Management
Signal Advisors Wealth
Janney Montgomery Scott
Sterneck Capital Management
Wealth Enhancement Advisory Services
Wealth Advisory Solutions
Royal Bank of Canada
Raymond James Financial
Prospera Financial Services

View all funds holding Invesco Financial Preferred Et other