Cowen and Company’s Invesco Preferred ETF PGX Stock Holding History

Cowen and Company’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 Q4	–	Sell	-19,700	Closed	-$243K	–	224
2024 Q3	$243K	Buy	+19,700	New	+$235K	0.01%	227

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

SAMC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cowen and Company's PGX Position: Q4 2024 in Review

Cowen and Company sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 19,700 shares — an estimated $243K sold.

Cowen and Company first reported a position in PGX in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

Cowen and Company reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 19,700 Invesco Preferred ETF shares in Q4 2024, an estimated $243K.
Cowen and Company first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 1 quarter.
Cowen and Company's Invesco Preferred ETF position peaked at $243K in Q3 2024.
473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.