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Cypress Wealth Services’s Invesco Preferred ETF PGX Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-16,343
Closed -$241K – 447
2020
Q3 		$241K Buy
+16,343
New +$240K 0.06% 217

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cypress Wealth Services's PGX Position: Q4 2024 in Review

Cypress Wealth Services sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 10,002 shares — an estimated $124K sold.

Cypress Wealth Services first reported a position in PGX in Q4 2017 and held it in 25 quarters. The position peaked at $749K in Q4 2017. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

  • Cypress Wealth Services reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 10,002 Invesco Preferred ETF shares in Q4 2024, an estimated $124K.
  • Cypress Wealth Services first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 25 quarters.
  • Cypress Wealth Services's Invesco Preferred ETF position peaked at $749K in Q4 2017.
  • 473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.