Advanced Asset Management Advisors’s Invesco Preferred ETF PGX Stock Holding History

Advanced Asset Management Advisors’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
2023 Q1	–	Sell	-913	Closed	-$10.2K	–	197
2022 Q4	$10.2K	Buy	+913	New	+$10.6K	﹤0.01%	157
2020 Q4	–	Sell	-1,099	Closed	-$16K	–	105
2020 Q3	$16K	Hold	1,099	–	–	﹤0.01%	89
2020 Q2	$16K	Buy	+1,099	New	+$15.4K	﹤0.01%	88

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

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Advanced Asset Management Advisors's PGX Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 913 shares — an estimated $10.2K sold.

Advanced Asset Management Advisors first reported a position in PGX in Q2 2020 and held it in 3 quarters. The position peaked at $16K in Q3 2020. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

Advanced Asset Management Advisors reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 913 Invesco Preferred ETF shares in Q1 2023, an estimated $10.2K.
Advanced Asset Management Advisors first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 3 quarters.
Advanced Asset Management Advisors's Invesco Preferred ETF position peaked at $16K in Q3 2020.
470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.