Clear Perspectives Financial Planning’s Invesco Preferred ETF PGX Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q1	–	Sell	-532	Closed	-$8K	–	225
2021 Q4	$8K	Buy	+532	New	+$7.93K	﹤0.01%	182

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

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

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

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

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

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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Clear Perspectives Financial Planning's PGX Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 532 shares — an estimated $8K sold.

Clear Perspectives Financial Planning first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 532 Invesco Preferred ETF shares in Q1 2022, an estimated $8K.
Clear Perspectives Financial Planning first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
Clear Perspectives Financial Planning's Invesco Preferred ETF position peaked at $8K in Q4 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.