Blue Capital Inc’s Invesco Preferred ETF PGX Stock Holding History

Blue Capital Inc’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 Q4	$1.15M	Buy	+100,029	New	+$1.2M	0.81%	39

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Blue Capital Inc's PGX Position: Q4 2024 in Review

Blue Capital Inc opened a new position in Invesco Preferred ETF (PGX) in Q4 2024: 100,029 shares worth $1.15M. The stake represents 0.81% of the portfolio and ranks #39 among its holdings.

473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

Blue Capital Inc held 100,029 shares of Invesco Preferred ETF worth $1.15M as of Q4 2024.
Invesco Preferred ETF was a new Blue Capital Inc position in Q4 2024.
Invesco Preferred ETF made up 0.81% of Blue Capital Inc's portfolio in Q4 2024, its #39 holding.
473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.