Clearview Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,070	Closed	-$12.2K	–	472
2023 Q2	$12.2K	Sell	1,070 -270	-20%	-$3.06K	0.01%	339
2023 Q1	$15.4K	Sell	1,340 -850	-39%	-$10.2K	0.02%	309
2022 Q4	$24.5K	Sell	2,190 -3,110	-59%	-$36K	0.02%	225
2022 Q3	$63K	Sell	5,300 -600	-10%	-$7.55K	0.05%	152
2022 Q2	$73K	Hold	5,900	–	–	0.05%	150
2022 Q1	$80K	Sell	5,900 -8,476	-59%	-$118K	0.05%	161
2021 Q4	$216K	Sell	14,376 -2,500	-15%	-$37.3K	0.13%	107
2021 Q3	$254K	Sell	16,876 -324	-2%	-$4.92K	0.16%	104
2021 Q2	$264K	Sell	17,200 -130	-0.8%	-$1.97K	0.16%	101
2021 Q1	$260K	Sell	17,330 -95,280	-85%	-$1.42M	0.17%	100
2020 Q4	$1.72M	Buy	+112,610	New	+$1.69M	1.15%	19

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

Clearview Wealth Advisors's PGX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2023, closing a stake of 1,070 shares — an estimated $12.2K sold.

Clearview Wealth Advisors first reported a position in PGX in Q4 2020 and held it in 11 quarters. The position peaked at $1.72M in Q4 2020. 478 funds tracked by Wall St. Rank hold PGX as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,070 Invesco Preferred ETF shares in Q3 2023, an estimated $12.2K.
Clearview Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco Preferred ETF position peaked at $1.72M in Q4 2020.
478 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.