Buckingham Strategic Wealth’s Invesco Preferred ETF PGX Stock Holding History

Buckingham Strategic Wealth’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 Q2	$407K	Sell	35,269 -168	-0.5%	-$1.94K	﹤0.01%	518
2024 Q1	$421K	Buy	35,437 +8,607	+32%	+$101K	﹤0.01%	508
2023 Q4	$308K	Sell	26,830 -632	-2%	-$6.9K	﹤0.01%	567
2023 Q3	$301K	Buy	27,462 +507	+2%	+$5.67K	﹤0.01%	523
2023 Q2	$306K	Sell	26,955 -2,875	-10%	-$32.6K	﹤0.01%	533
2023 Q1	$333K	Hold	29,830	–	–	0.01%	464
2022 Q4	$333K	Buy	+29,830	New	+$345K	0.01%	466
2022 Q2	–	Sell	-38,237	Closed	-$519K	–	641
2022 Q1	$519K	Buy	+38,237	New	+$532K	0.01%	362
2021 Q2	–	Sell	-14,956	Closed	-$224K	–	599
2021 Q1	$224K	Buy	+14,956	New	+$222K	0.01%	495
2018 Q2	–	Sell	-11,254	Closed	-$164K	–	370
2018 Q1	$164K	Buy	+11,254	New	+$164K	0.03%	298

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Buckingham Strategic Wealth's PGX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Invesco Preferred ETF (PGX) stake by 0.47% in Q2 2024, selling an estimated $1.94K and leaving 35,269 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Buckingham Strategic Wealth first reported a position in PGX in Q1 2018 and has held it in 10 quarters since. The position peaked at $519K in Q1 2022. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

Buckingham Strategic Wealth held 35,269 shares of Invesco Preferred ETF worth $407K as of Q2 2024.
Buckingham Strategic Wealth sold 168 Invesco Preferred ETF shares in Q2 2024, an estimated $1.94K.
Invesco Preferred ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #518 holding.
Buckingham Strategic Wealth first reported a position in Invesco Preferred ETF in Q1 2018 and has held it in 10 quarters since.
Buckingham Strategic Wealth's Invesco Preferred ETF position peaked at $519K in Q1 2022.
466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.