CRA Financial Services’s Invesco Preferred ETF PGX Stock Holding History

CRA 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
2022 Q4	–	Sell	-10,852	Closed	-$129K	–	212
2022 Q3	$129K	Buy	10,852 +353	+3%	+$4.44K	0.05%	186
2022 Q2	$130K	Hold	10,499	–	–	0.04%	199
2022 Q1	$142K	Hold	10,499	–	–	0.04%	203
2021 Q4	$157K	Buy	10,499 +499	+5%	+$7.44K	0.05%	202
2021 Q3	$150K	Hold	10,000	–	–	0.05%	190
2021 Q2	$153K	Hold	10,000	–	–	0.05%	185
2021 Q1	$150K	Hold	10,000	–	–	0.06%	170
2020 Q4	$153K	Hold	10,000	–	–	0.06%	155
2020 Q3	$147K	Hold	10,000	–	–	0.07%	138
2020 Q2	$141K	Hold	10,000	–	–	0.07%	136
2020 Q1	$132K	Sell	10,000 -250	-2%	-$3.6K	0.08%	124
2019 Q4	$154K	Hold	10,250	–	–	0.08%	146
2019 Q3	$154K	Hold	10,250	–	–	0.09%	136
2019 Q2	$150K	Hold	10,250	–	–	0.09%	138
2019 Q1	$149K	Hold	10,250	–	–	0.1%	137
2018 Q4	$138K	Buy	+10,250	New	+$141K	0.1%	129

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

HNB

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

CRA Financial Services's PGX Position: Q4 2022 in Review

CRA Financial Services sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 10,852 shares — an estimated $129K sold.

CRA Financial Services first reported a position in PGX in Q4 2018 and held it in 16 quarters. The position peaked at $157K in Q4 2021. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

CRA Financial Services reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
CRA Financial Services sold 10,852 Invesco Preferred ETF shares in Q4 2022, an estimated $129K.
CRA Financial Services first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 16 quarters.
CRA Financial Services's Invesco Preferred ETF position peaked at $157K in Q4 2021.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on CRA Financial Services's 13F filing for Q4 2022, filed 24 Jan 2023.