Coulter & Justus Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Coulter & Justus Financial Services’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
2024 Q1	$5.17M	Buy	+435,220	New	+$5.13M	1.15%	31

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

Coulter & Justus Financial Services's PGX Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Invesco Preferred ETF (PGX) in Q1 2024: 435,220 shares worth $5.17M. The stake represents 1.15% of the portfolio and ranks #31 among its holdings.

491 funds tracked by Wall St. Rank hold PGX as of Q1 2024.

Coulter & Justus Financial Services held 435,220 shares of Invesco Preferred ETF worth $5.17M as of Q1 2024.
Invesco Preferred ETF was a new Coulter & Justus Financial Services position in Q1 2024.
Invesco Preferred ETF made up 1.15% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #31 holding.
491 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.