American State Bank (Iowa)’s Invesco Preferred ETF PGX Stock Holding History

American State Bank (Iowa)’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	-5,623	Closed	-$64.5K	–	260
2023 Q4	$64.5K	Buy	5,623 +173	+3%	+$1.89K	0.04%	181
2023 Q3	$59.7K	Hold	5,450	–	–	0.04%	183
2023 Q2	$62K	Buy	5,450 +200	+4%	+$2.27K	0.04%	185
2023 Q1	$60.3K	Buy	5,250 +210	+4%	+$2.52K	0.04%	182
2022 Q4	$56.3K	Buy	5,040 +175	+4%	+$2.02K	0.04%	193
2022 Q3	$57.8K	Buy	4,865 +1,050	+28%	+$13.2K	0.05%	182
2022 Q2	$47.1K	Buy	3,815 +135	+4%	+$1.7K	0.04%	195
2022 Q1	$49.9K	Buy	3,680 +95	+3%	+$1.32K	0.03%	196
2021 Q4	$53.8K	Buy	3,585 +285	+9%	+$4.25K	0.04%	192
2021 Q3	$49.6K	Hold	3,300	–	–	0.04%	197
2021 Q2	$50.6K	Buy	+3,300	New	+$49.9K	0.04%	199

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

American State Bank (Iowa)'s PGX Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Invesco Preferred ETF (PGX) in Q1 2024, closing a stake of 5,623 shares — an estimated $64.5K sold.

American State Bank (Iowa) first reported a position in PGX in Q2 2021 and held it in 11 quarters. The position peaked at $64.5K in Q4 2023. 491 funds tracked by Wall St. Rank hold PGX as of Q1 2024.

American State Bank (Iowa) reported no remaining Invesco Preferred ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 5,623 Invesco Preferred ETF shares in Q1 2024, an estimated $64.5K.
American State Bank (Iowa) first reported a position in Invesco Preferred ETF in Q2 2021 and held it in 11 quarters.
American State Bank (Iowa)'s Invesco Preferred ETF position peaked at $64.5K in Q4 2023.
491 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.