Colton Groome Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Colton Groome Financial 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
2022 Q1	–	Sell	-120,182	Closed	-$1.8M	–	131
2021 Q4	$1.8M	Sell	120,182 -155,717	-56%	-$2.32M	0.73%	38
2021 Q3	$4.15M	Sell	275,899 -1,180	-0.4%	-$17.9K	1.8%	17
2021 Q2	$4.25M	Buy	+277,079	New	+$4.19M	1.94%	17
2021 Q1	–	Sell	-161,034	Closed	-$2.46M	–	73
2020 Q4	$2.46M	Buy	161,034 +551	+0.3%	+$8.27K	1.58%	21
2020 Q3	$2.36M	Buy	+160,483	New	+$2.35M	1.66%	20
2020 Q2	–	Sell	-27,688	Closed	-$364K	–	59
2020 Q1	$364K	Buy	+27,688	New	+$398K	0.3%	43
2019 Q3	–	Sell	-10,162	Closed	-$149K	–	63
2019 Q2	$149K	Buy	+10,162	New	+$148K	0.12%	48

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

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

HNB

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Colton Groome Financial Advisors's PGX Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 120,182 shares — an estimated $1.8M sold.

Colton Groome Financial Advisors first reported a position in PGX in Q2 2019 and held it in 7 quarters. The position peaked at $4.25M in Q2 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Colton Groome Financial Advisors reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 120,182 Invesco Preferred ETF shares in Q1 2022, an estimated $1.8M.
Colton Groome Financial Advisors first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 7 quarters.
Colton Groome Financial Advisors's Invesco Preferred ETF position peaked at $4.25M in Q2 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.