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BKM Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-22
Closed -$252 – 449
2023
Q4 		$252 Buy
+22
New +$240 ﹤0.01% 592

Other funds holding PGX

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BKM Wealth Management's PGX Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2024, closing a stake of 22 shares — an estimated $252 sold.

BKM Wealth Management first reported a position in PGX in Q4 2023 and held it in 1 quarter. The position peaked at $252 in Q4 2023. 491 funds tracked by Wall St. Rank hold PGX as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 22 Invesco Preferred ETF shares in Q1 2024, an estimated $252.
  • BKM Wealth Management first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Preferred ETF position peaked at $252 in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.