David J. Yvars Group’s Invesco Preferred ETF PGX Stock Holding History

David J. Yvars Group’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	-10,461	Closed	-$157K	–	93
2021 Q4	$157K	Sell	10,461 -446	-4%	-$6.65K	0.1%	81
2021 Q3	$164K	Hold	10,907	–	–	0.1%	83
2021 Q2	$167K	Hold	10,907	–	–	0.09%	86
2021 Q1	$163K	Hold	10,907	–	–	0.1%	82
2020 Q4	$166K	Buy	+10,907	New	+$164K	0.11%	78

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

David J. Yvars Group's PGX Position: Q1 2022 in Review

David J. Yvars Group sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 10,461 shares — an estimated $157K sold.

David J. Yvars Group first reported a position in PGX in Q4 2020 and held it in 5 quarters. The position peaked at $167K in Q2 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

David J. Yvars Group reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
David J. Yvars Group sold 10,461 Invesco Preferred ETF shares in Q1 2022, an estimated $157K.
David J. Yvars Group first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 5 quarters.
David J. Yvars Group's Invesco Preferred ETF position peaked at $167K in Q2 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on David J. Yvars Group's 13F filing for Q1 2022, filed 21 Apr 2022.