BDO Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

BDO Wealth 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 Q1	–	Sell	-16,000	Closed	-$240K	–	1120
2021 Q4	$240K	Hold	16,000	–	–	0.03%	258
2021 Q3	$240K	Hold	16,000	–	–	0.03%	253
2021 Q2	$245K	Sell	16,000 -5	-0%	-$76	0.03%	262
2021 Q1	$240K	Buy	16,005 +15,724	+5,596%	+$234K	0.03%	261
2020 Q4	$4K	Hold	281	–	–	﹤0.01%	675
2020 Q3	$4K	Hold	281	–	–	﹤0.01%	595
2020 Q2	$4K	Hold	281	–	–	﹤0.01%	580
2020 Q1	$4K	Hold	281	–	–	﹤0.01%	629
2019 Q4	$4K	Buy	+281	New	+$4.2K	﹤0.01%	525

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

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

HNB

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

BDO Wealth Advisors's PGX Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 16,000 shares — an estimated $240K sold.

BDO Wealth Advisors first reported a position in PGX in Q4 2019 and held it in 9 quarters. The position peaked at $245K in Q2 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

BDO Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 16,000 Invesco Preferred ETF shares in Q1 2022, an estimated $240K.
BDO Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 9 quarters.
BDO Wealth Advisors's Invesco Preferred ETF position peaked at $245K in Q2 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.