Anchor Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Anchor Investment Management’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
2023 Q1	–	Sell	-250	Closed	-$2.79K	–	1005
2022 Q4	$2.79K	Hold	250	–	–	﹤0.01%	854
2022 Q3	$2.97K	Hold	250	–	–	﹤0.01%	861
2022 Q2	$3.08K	Hold	250	–	–	﹤0.01%	860
2022 Q1	$3.39K	Hold	250	–	–	﹤0.01%	878
2021 Q4	$3.75K	Hold	250	–	–	﹤0.01%	898
2021 Q3	$3.76K	Hold	250	–	–	﹤0.01%	809
2021 Q2	$3.83K	Hold	250	–	–	﹤0.01%	833
2021 Q1	$3.75K	Hold	250	–	–	﹤0.01%	812
2020 Q4	$3.81K	Hold	250	–	–	﹤0.01%	785
2020 Q3	$3.68K	Hold	250	–	–	﹤0.01%	759
2020 Q2	$3.53K	Hold	250	–	–	﹤0.01%	742
2020 Q1	$3.29K	Hold	250	–	–	﹤0.01%	725
2019 Q4	$3.75K	Hold	250	–	–	﹤0.01%	729
2019 Q3	$3.75K	Hold	250	–	–	﹤0.01%	719
2019 Q2	$3.66K	Hold	250	–	–	﹤0.01%	714
2019 Q1	$3.63K	Hold	250	–	–	﹤0.01%	710
2018 Q4	$3.37K	Hold	250	–	–	﹤0.01%	728
2018 Q3	$3.58K	Hold	250	–	–	﹤0.01%	750
2018 Q2	$3.64K	Hold	250	–	–	﹤0.01%	762
2018 Q1	$3.65K	Hold	250	–	–	﹤0.01%	731
2017 Q4	$3.71K	Hold	250	–	–	﹤0.01%	739
2017 Q3	$3.76K	Hold	250	–	–	﹤0.01%	710
2017 Q2	$3.78K	Hold	250	–	–	﹤0.01%	649
2017 Q1	$3.71K	Hold	250	–	–	﹤0.01%	643
2016 Q4	$3.56K	Hold	250	–	–	﹤0.01%	619
2016 Q3	$3.78K	Buy	+250	New	+$3.82K	﹤0.01%	600

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Anchor Investment Management's PGX Position: Q1 2023 in Review

Anchor Investment Management sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 250 shares — an estimated $2.79K sold.

Anchor Investment Management first reported a position in PGX in Q3 2016 and held it in 26 quarters. The position peaked at $3.83K in Q2 2021. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

Anchor Investment Management reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
Anchor Investment Management sold 250 Invesco Preferred ETF shares in Q1 2023, an estimated $2.79K.
Anchor Investment Management first reported a position in Invesco Preferred ETF in Q3 2016 and held it in 26 quarters.
Anchor Investment Management's Invesco Preferred ETF position peaked at $3.83K in Q2 2021.
470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.