Baron Silver Stevens Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q4	–	Sell	-46	Closed	-$359	–	129
2022 Q3	$359	Sell	46 -35,210	-100%	-$443K	0.1%	60
2022 Q2	$435K	Hold	35,256	–	–	0.11%	60
2022 Q1	$478K	Buy	+35,256	New	+$491K	0.11%	55
2021 Q1	–	Sell	-46	Closed	–	–	348
2020 Q4	$0	Buy	+46	New	+$690	﹤0.01%	513

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

HNB

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

Baron Silver Stevens Financial Advisors's PGX Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 46 shares — an estimated $359 sold.

Baron Silver Stevens Financial Advisors first reported a position in PGX in Q4 2020 and held it in 4 quarters. The position peaked at $478K in Q1 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 46 Invesco Preferred ETF shares in Q4 2022, an estimated $359.
Baron Silver Stevens Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Invesco Preferred ETF position peaked at $478K in Q1 2022.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.