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

Ameritas 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
2022
Q1 		– Sell
-998
Closed -$14K – 3092
2021
Q4 		$14K Sell
998
-134
-12% -$2K ﹤0.01% 2794
2021
Q3 		$17K Sell
1,132
-307
-21% -$4.66K ﹤0.01% 2777
2021
Q2 		$22K Sell
1,439
-449
-24% -$6.79K ﹤0.01% 2688
2021
Q1 		$28K Buy
1,888
+12
+0.6% +$178 ﹤0.01% 2410
2020
Q4 		$28K Buy
1,876
+11
+0.6% +$165 ﹤0.01% 2311
2020
Q3 		$27K Buy
1,865
+12
+0.6% +$176 ﹤0.01% 2217
2020
Q2 		$26K Buy
1,853
+12
+0.7% +$168 ﹤0.01% 2216
2020
Q1 		$24K Buy
1,841
+11
+0.6% +$158 ﹤0.01% 2075
2019
Q4 		$27K Buy
1,830
+12
+0.7% +$179 ﹤0.01% 2260
2019
Q3 		$27K Buy
1,818
+11
+0.6% +$164 ﹤0.01% 2232
2019
Q2 		$26K Buy
1,807
+865
+92% +$12.6K ﹤0.01% 2294
2019
Q1 		$13K Hold
942
– – ﹤0.01% 2606
2018
Q4 		$12K Sell
942
-200
-18% -$2.76K ﹤0.01% 2597
2018
Q3 		$16K Hold
1,142
– – ﹤0.01% 2623
2018
Q2 		$16K Sell
1,142
-200
-15% -$2.9K ﹤0.01% 2629
2018
Q1 		$19K Hold
1,342
– – ﹤0.01% 2451
2017
Q4 		$1K Buy
1,342
+12
+0.9% +$180 ﹤0.01% 2953
2017
Q3 		$19K Buy
+1,330
New +$20.1K ﹤0.01% 2454

Other funds holding PGX

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Ameritas Investment Partners's PGX Position: Q1 2022 in Review

Ameritas Investment Partners sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 998 shares — an estimated $14K sold.

Ameritas Investment Partners first reported a position in PGX in Q3 2017 and held it in 18 quarters. The position peaked at $28K in Q1 2021. 524 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • Ameritas Investment Partners reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 998 Invesco Preferred ETF shares in Q1 2022, an estimated $14K.
  • Ameritas Investment Partners first reported a position in Invesco Preferred ETF in Q3 2017 and held it in 18 quarters.
  • Ameritas Investment Partners's Invesco Preferred ETF position peaked at $28K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Ameritas Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.