PGF

Invesco Financial Preferred

Latest period2024 - Q4Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 24 superinvestors own shares of Invesco Financial Preferred (PGF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Financial Preferred (PGF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Financial Preferred (PGF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Financial Preferred (PGF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -11.76%
0.02%
$186,089
12,790 shares@ 14.55 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -10.59%
0.05%
$175,051
12,031 shares@ 14.55 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
0.01%
$170,162
11,695 shares@ 14.55 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Decreased -20.99%
0.03%
$149,065
10,245 shares@ 14.56 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
New Position
0.17%
$146,683
10,081 shares@ 14.56 avg price
Claudia Saia@Friedenthal Financial
Recent Activity
0.05%
$69,739
4,793 shares@ 14.56 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.01%
$43,737
3,006 shares@ 14.55 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 4.81%
0.01%
$31,719
2,180 shares@ 14.55 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.01%
$18,915
1,300 shares@ 14.55 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
New Position
0.01%
$16,296
1,120 shares@ 14.55 avg price