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Carr Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Carr Financial 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
Q1 		– Sell
-13,698
Closed -$153K – 175
2022
Q4 		$153K Buy
+13,698
New +$158K 0.08% 164

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
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

Carr Financial Group's PGX Position: Q1 2023 in Review

Carr Financial Group sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 13,698 shares — an estimated $153K sold.

Carr Financial Group first reported a position in PGX in Q4 2022 and held it in 1 quarter. The position peaked at $153K in Q4 2022. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

  • Carr Financial Group reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Carr Financial Group sold 13,698 Invesco Preferred ETF shares in Q1 2023, an estimated $153K.
  • Carr Financial Group first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 1 quarter.
  • Carr Financial Group's Invesco Preferred ETF position peaked at $153K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.