Ahrens Investment Partners’s Invesco Preferred ETF PGX Stock Holding History

Ahrens Investment Partners’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	$281K	Buy	24,502 +172	+0.7%	+$2.06K	0.14%	112
2022 Q4	$272K	Buy	24,330 +4,684	+24%	+$54.2K	0.12%	133
2022 Q3	$233K	Buy	19,646 +1,350	+7%	+$17K	0.12%	133
2022 Q2	$226K	Buy	18,296 +2,908	+19%	+$36.6K	0.1%	148
2022 Q1	$209K	Buy	15,388 +668	+5%	+$9.3K	0.07%	178
2021 Q4	$221K	Buy	14,720 +837	+6%	+$12.5K	0.1%	173
2021 Q3	$209K	Buy	13,883 +1,429	+11%	+$21.7K	0.1%	194
2021 Q2	$191K	Buy	12,454 +700	+6%	+$10.6K	0.09%	217
2021 Q1	$176K	Buy	+11,754	New	+$175K	0.09%	192
2018 Q1	–	Sell	-11,700	Closed	-$174K	–	172
2017 Q4	$174K	Hold	11,700	–	–	0.07%	149
2017 Q3	$176K	Buy	11,700 +500	+4%	+$7.54K	0.08%	144
2017 Q2	$169K	Hold	11,200	–	–	0.07%	149
2017 Q1	$166K	Sell	11,200 -5,202	-32%	-$76.2K	0.08%	139
2016 Q4	$233K	Buy	+16,402	New	+$239K	0.12%	108

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

Ahrens Investment Partners's PGX Position: Q1 2023 in Review

Ahrens Investment Partners increased its Invesco Preferred ETF (PGX) stake by 0.71% in Q1 2023, buying an estimated $2.06K and bringing the position to 24,502 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #112.

Ahrens Investment Partners first reported a position in PGX in Q4 2016 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

Ahrens Investment Partners held 24,502 shares of Invesco Preferred ETF worth $281K as of Q1 2023.
Ahrens Investment Partners bought 172 Invesco Preferred ETF shares in Q1 2023, an estimated $2.06K.
Invesco Preferred ETF made up 0.14% of Ahrens Investment Partners's portfolio in Q1 2023, its #112 holding.
Ahrens Investment Partners first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 14 quarters since.
471 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.