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
Brandie Giffin@Sterneck Capital Management, Llc
Recent Activity
Increased 27.03%
0.93%
$1.705M
117,173 shares@ 14.55 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 1.54%
0.12%
$1.165M
80,035 shares@ 14.56 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.06%
$696,581
47,035 shares@ 14.81 avg price
Molly Crider@Walker Asset Management, Llc
Recent Activity
Decreased -4.24%
0.37%
$600,333
41,260 shares@ 14.55 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.01%
0.01%
$469,393
32,261 shares@ 14.55 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.14%
0.02%
$441,723
30,359 shares@ 14.55 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 120.48%
0.01%
$403,000
27,694 shares@ 14.56 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
0.04%
$307,980
21,167 shares@ 14.56 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 2.29%
0.13%
$278,626
19,149 shares@ 14.56 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$283,056
18,075 shares@ 15.67 avg price