Archer Investment Corporation’s Invesco Preferred ETF PGX Stock Holding History

Archer Investment Corporation’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 Q2	–	Sell	-7,534	Closed	-$113K	–	692
2021 Q1	$113K	Buy	7,534 +1,505	+25%	+$22.4K	0.05%	237
2020 Q4	$92K	Sell	6,029 -710	-11%	-$10.7K	0.04%	231
2020 Q3	$99.3K	Hold	6,739	–	–	0.05%	209
2020 Q2	$95.2K	Hold	6,739	–	–	0.05%	200
2020 Q1	$89K	Hold	6,739	–	–	0.06%	195
2019 Q4	$101K	Buy	6,739 +1,540	+30%	+$23K	0.05%	212
2019 Q3	$78K	Buy	5,199 +1,695	+48%	+$25.2K	0.05%	209
2019 Q2	$51K	Buy	3,504 +1,270	+57%	+$18.5K	0.03%	236
2019 Q1	$32K	Buy	+2,234	New	+$31.8K	0.02%	263

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

Archer Investment Corporation's PGX Position: Q2 2021 in Review

Archer Investment Corporation sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 7,534 shares — an estimated $113K sold.

Archer Investment Corporation first reported a position in PGX in Q1 2019 and held it in 9 quarters. The position peaked at $113K in Q1 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

Archer Investment Corporation reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
Archer Investment Corporation sold 7,534 Invesco Preferred ETF shares in Q2 2021, an estimated $113K.
Archer Investment Corporation first reported a position in Invesco Preferred ETF in Q1 2019 and held it in 9 quarters.
Archer Investment Corporation's Invesco Preferred ETF position peaked at $113K in Q1 2021.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on Archer Investment Corporation's 13F filing for Q2 2021, filed 5 Aug 2021.