Alta Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Alta Wealth 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	-11,738	Closed	-$139K	–	148
2022 Q3	$139K	Hold	11,738	–	–	0.1%	133
2022 Q2	$145K	Sell	11,738 -223	-2%	-$2.8K	0.1%	135
2022 Q1	$162K	Sell	11,961 -1,000	-8%	-$13.9K	0.1%	143
2021 Q4	$194K	Hold	12,961	–	–	0.12%	142
2021 Q3	$195K	Sell	12,961 -662	-5%	-$10K	0.14%	138
2021 Q2	$209K	Hold	13,623	–	–	0.15%	139
2021 Q1	$204K	Hold	13,623	–	–	0.17%	128
2020 Q4	$208K	Buy	+13,623	New	+$204K	0.17%	134

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Alta Wealth Advisors's PGX Position: Q4 2022 in Review

Alta Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 11,738 shares — an estimated $139K sold.

Alta Wealth Advisors first reported a position in PGX in Q4 2020 and held it in 8 quarters. The position peaked at $209K in Q2 2021. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Alta Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Alta Wealth Advisors sold 11,738 Invesco Preferred ETF shares in Q4 2022, an estimated $139K.
Alta Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 8 quarters.
Alta Wealth Advisors's Invesco Preferred ETF position peaked at $209K in Q2 2021.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Alta Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.