DHJJ Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

DHJJ Financial Advisors’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	-999	Closed	-$12.3K	–	908
2024 Q3	$12.3K	Hold	999	–	–	﹤0.01%	472
2024 Q2	$11.5K	Sell	999 -1,301	-57%	-$15K	﹤0.01%	441
2024 Q1	$27.3K	Sell	2,300 -2,645	-53%	-$31.2K	0.01%	336
2023 Q4	$56.7K	Sell	4,945 -250	-5%	-$2.73K	0.03%	241
2023 Q3	$56.9K	Buy	+5,195	New	+$58.1K	0.03%	228
2022 Q2	–	Sell	-15,945	Closed	-$215K	–	135
2022 Q1	$215K	Sell	15,945 -1,350	-8%	-$18.8K	0.1%	131
2021 Q4	$259K	Sell	17,295 -300	-2%	-$4.47K	0.12%	116
2021 Q3	$264K	Hold	17,595	–	–	0.14%	107
2021 Q2	$270K	Buy	17,595 +750	+4%	+$11.3K	0.14%	102
2021 Q1	$253K	Sell	16,845 -500	-3%	-$7.44K	0.15%	95
2020 Q4	$265K	Buy	+17,345	New	+$260K	0.17%	88

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

DHJJ Financial Advisors's PGX Position: Q4 2024 in Review

DHJJ Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 999 shares — an estimated $12.3K sold.

DHJJ Financial Advisors first reported a position in PGX in Q4 2020 and held it in 11 quarters. The position peaked at $270K in Q2 2021. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

DHJJ Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
DHJJ Financial Advisors sold 999 Invesco Preferred ETF shares in Q4 2024, an estimated $12.3K.
DHJJ Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 11 quarters.
DHJJ Financial Advisors's Invesco Preferred ETF position peaked at $270K in Q2 2021.
473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on DHJJ Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.