9258 Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

9258 Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,804	Closed	-$144K	–	316
2020 Q3	$144K	Buy	+9,804	New	+$144K	0.05%	280
2019 Q2	–	Sell	-11,471	Closed	-$166K	–	188
2019 Q1	$166K	Hold	11,471	–	–	0.14%	160
2018 Q4	$155K	Buy	+11,471	New	+$158K	0.15%	158

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

9258 Wealth Management's PGX Position: Q4 2020 in Review

9258 Wealth Management sold out of Invesco Preferred ETF (PGX) in Q4 2020, closing a stake of 9,804 shares — an estimated $144K sold.

9258 Wealth Management first reported a position in PGX in Q4 2018 and held it in 3 quarters. The position peaked at $166K in Q1 2019. 492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.

9258 Wealth Management reported no remaining Invesco Preferred ETF position as of Q4 2020 after selling out during the quarter.
9258 Wealth Management sold 9,804 Invesco Preferred ETF shares in Q4 2020, an estimated $144K.
9258 Wealth Management first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 3 quarters.
9258 Wealth Management's Invesco Preferred ETF position peaked at $166K in Q1 2019.
492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.

Based on 9258 Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.