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All Season Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

All Season Financial 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
2022
Q4 		– Sell
-40,644
Closed -$483K – 132
2022
Q3 		$483K Buy
+40,644
New +$512K 0.52% 40

Other funds holding PGX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

All Season Financial Advisors's PGX Position: Q4 2022 in Review

All Season Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 40,644 shares — an estimated $483K sold.

All Season Financial Advisors first reported a position in PGX in Q3 2022 and held it in 1 quarter. The position peaked at $483K in Q3 2022. 497 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • All Season Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 40,644 Invesco Preferred ETF shares in Q4 2022, an estimated $483K.
  • All Season Financial Advisors first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 1 quarter.
  • All Season Financial Advisors's Invesco Preferred ETF position peaked at $483K in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on All Season Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.