Ameritas Investment Company’s Invesco Preferred ETF PGX Stock Holding History

Ameritas Investment Company’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
2021 Q3	$750K	Buy	49,933 +42,070	+535%	+$639K	0.03%	324
2021 Q2	$728K	Sell	7,863 -94,113	-92%	-$1.42M	0.04%	345
2021 Q1	$1.53M	Buy	+101,976	New	+$1.52M	0.13%	158
2020 Q2	–	Sell	-13,419	Closed	-$172K	–	1236
2020 Q1	$172K	Buy	13,419 +6,763	+102%	+$97.3K	0.03%	375
2019 Q4	$100K	Buy	6,656 +149	+2%	+$2.22K	0.02%	461
2019 Q3	$98K	Buy	+6,507	New	+$96.9K	0.02%	486
2019 Q2	–	Sell	-3,264	Closed	-$47K	–	678
2019 Q1	$47K	Sell	3,264 -35,910	-92%	-$511K	0.01%	437
2018 Q4	$528K	Buy	+39,174	New	+$540K	0.11%	157

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

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

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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameritas Investment Company's PGX Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Preferred ETF (PGX) stake by 535% in Q3 2021, buying an estimated $639K and bringing the position to 49,933 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #324.

Ameritas Investment Company first reported a position in PGX in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q3 2021.

Ameritas Investment Company held 49,933 shares of Invesco Preferred ETF worth $750K as of Q3 2021.
Ameritas Investment Company bought 42,070 Invesco Preferred ETF shares in Q3 2021, an estimated $639K.
Invesco Preferred ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #324 holding.
Ameritas Investment Company first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's Invesco Preferred ETF position peaked at $1.53M in Q1 2021.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.