B. Riley Wealth Advisors, Inc.
Position in PGF — Invesco Financial Preferred ETF
CIK 1464811
MEMPHIS, TN
All Filings in PGF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 PGF | $315,358 | 22,350 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 PGF | $340,906 | 23,873 | Shares | Sole | 2026-08-28 | |
| 2022-12-31 PGF | $168,768 | 11,720 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 PGF | $169,801 | 11,290 | Shares | Other | 2022-11-22 | |
| 2022-06-30 PGF | $167,909 | 10,805 | Shares | Other | 2022-08-12 | |
| 2022-03-31 PGF | $210,231 | 12,425 | Shares | Other | 2022-05-02 | |
| 2021-12-31 PGF | $230,545 | 12,250 | Shares | Other | 2022-01-28 | |
| 2021-09-30 PGF | $203,712 | 10,750 | Shares | Other | 2021-11-16 | |
| 2021-06-30 PGF | $277,486 | 14,385 | Shares | Other | 2021-08-10 | |
| 2021-03-31 PGF | $295,000 | 15,625 | Shares | Other | 2021-05-13 | |
| 2020-12-31 PGF | $321,863 | 16,755 | Shares | Other | 2021-02-04 | |
| 2020-09-30 PGF | $530,623 | 28,315 | Shares | Other | 2020-11-09 | |
| 2020-06-30 PGF | $317,993 | 17,765 | Shares | Other | 2020-07-31 | |
| 2020-03-31 PGF | $336,364 | 19,915 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||