Cypress Capital Management (Wyoming)’s Invesco Preferred ETF PGX Stock Holding History

Cypress Capital Management (Wyoming)’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	-2,000	Closed	-$30K	–	253
2021 Q4	$30K	Hold	2,000	–	–	0.03%	144
2021 Q3	$30K	Hold	2,000	–	–	0.02%	137
2021 Q2	$31K	Hold	2,000	–	–	0.02%	159
2021 Q1	$30K	Hold	2,000	–	–	0.03%	149
2020 Q4	$31K	Hold	2,000	–	–	0.03%	138
2020 Q3	$30K	Hold	2,000	–	–	0.03%	123
2020 Q2	$28K	Hold	2,000	–	–	0.03%	124
2020 Q1	$26K	Hold	2,000	–	–	0.04%	104
2019 Q4	$30K	Hold	2,000	–	–	0.03%	116
2019 Q3	$30K	Hold	2,000	–	–	0.04%	114
2019 Q2	$29K	Hold	2,000	–	–	0.03%	142
2019 Q1	$29K	Hold	2,000	–	–	0.04%	137
2018 Q4	$27K	Sell	2,000 -144	-7%	-$1.99K	0.05%	164
2018 Q3	$31K	Hold	2,144	–	–	0.03%	195
2018 Q2	$31K	Sell	2,144 -1,350	-39%	-$19.5K	0.03%	187
2018 Q1	$51K	Buy	+3,494	New	+$50.9K	0.06%	147

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

Cypress Capital Management (Wyoming)'s PGX Position: Q1 2022 in Review

Cypress Capital Management (Wyoming) sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 2,000 shares — an estimated $30K sold.

Cypress Capital Management (Wyoming) first reported a position in PGX in Q1 2018 and held it in 16 quarters. The position peaked at $51K in Q1 2018. 524 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Cypress Capital Management (Wyoming) reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 2,000 Invesco Preferred ETF shares in Q1 2022, an estimated $30K.
Cypress Capital Management (Wyoming) first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 16 quarters.
Cypress Capital Management (Wyoming)'s Invesco Preferred ETF position peaked at $51K in Q1 2018.
524 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2022, filed 9 May 2022.