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Comprehensive Financial Consultants Institutional’s Invesco Preferred ETF PGX Stock Holding History

Comprehensive Financial Consultants Institutional’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
-2,852
Closed -$38K – 391
2021
Q4 		$38K Buy
+2,852
New +$42.5K 0.02% 254

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PGX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 2,852 shares — an estimated $38K sold.

Comprehensive Financial Consultants Institutional first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 2,852 Invesco Preferred ETF shares in Q1 2022, an estimated $38K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Invesco Preferred ETF position peaked at $38K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.