Castle Financial & Retirement Planning Associates’s Invesco Preferred ETF PGX Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$61K	Buy	+4,430	New	+$66K	0.21%	37

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PGX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco Preferred ETF (PGX) in Q4 2021: 4,430 shares worth $61K. The stake represents 0.21% of the portfolio and ranks #37 among its holdings.

540 funds tracked by Wall St. Rank hold PGX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 4,430 shares of Invesco Preferred ETF worth $61K as of Q4 2021.
Invesco Preferred ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Invesco Preferred ETF made up 0.21% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #37 holding.
540 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.