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

Able 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
2024
Q1 		– Sell
-18
Closed -$211 – 441
2023
Q4 		$211 Buy
+18
New +$196 ﹤0.01% 579

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Able Wealth Management's PGX Position: Q1 2024 in Review

Able Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2024, closing a stake of 18 shares — an estimated $211 sold.

Able Wealth Management first reported a position in PGX in Q4 2023 and held it in 1 quarter. The position peaked at $211 in Q4 2023. 491 funds tracked by Wall St. Rank hold PGX as of Q1 2024.

  • Able Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 18 Invesco Preferred ETF shares in Q1 2024, an estimated $211.
  • Able Wealth Management first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Invesco Preferred ETF position peaked at $211 in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.