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Baron Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-2,180
Closed -$26.9K – 156
2022
Q2 		$26.9K Sell
2,180
-163
-7% -$2.05K 0.02% 112
2022
Q1 		$31.8K Buy
2,343
+193
+9% +$2.69K 0.02% 115
2021
Q4 		$32.3K Buy
2,150
+13
+0.6% +$194 0.02% 117
2021
Q3 		$32.1K Buy
2,137
+14
+0.7% +$213 0.02% 115
2021
Q2 		$32.5K Sell
2,123
-2,937
-58% -$44.4K 0.02% 119
2021
Q1 		$75.9K Buy
5,060
+2,964
+141% +$44.1K 0.05% 78
2020
Q4 		$32K Sell
2,096
-1,087
-34% -$16.3K 0.03% 112
2020
Q3 		$46.9K Buy
+3,183
New +$46.7K 0.04% 89

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baron Financial Group's PGX Position: Q3 2022 in Review

Baron Financial Group sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 2,180 shares — an estimated $26.9K sold.

Baron Financial Group first reported a position in PGX in Q3 2020 and held it in 8 quarters. The position peaked at $75.9K in Q1 2021. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

  • Baron Financial Group reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 2,180 Invesco Preferred ETF shares in Q3 2022, an estimated $26.9K.
  • Baron Financial Group first reported a position in Invesco Preferred ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Invesco Preferred ETF position peaked at $75.9K in Q1 2021.
  • 475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.