Carlsbad Wealth Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$139K	Buy	+12,266	New	+$139K	0.09%	42

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

SAMC

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

Carlsbad Wealth Advisory Group's PGX Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Invesco Preferred ETF (PGX) in Q2 2023: 12,266 shares worth $139K. The stake represents 0.09% of the portfolio and ranks #42 among its holdings.

477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

Carlsbad Wealth Advisory Group held 12,266 shares of Invesco Preferred ETF worth $139K as of Q2 2023.
Invesco Preferred ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Invesco Preferred ETF made up 0.09% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #42 holding.
477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.