Drive Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Drive Wealth Management’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 Q3	–	Sell	-19,879	Closed	-$245K	–	183
2022 Q2	$245K	Sell	19,879 -812	-4%	-$10.2K	0.22%	126
2022 Q1	$281K	Buy	20,691 +168	+0.8%	+$2.34K	0.24%	109
2021 Q4	$308K	Buy	+20,523	New	+$306K	0.27%	99

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Drive Wealth Management's PGX Position: Q3 2022 in Review

Drive Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 19,879 shares — an estimated $245K sold.

Drive Wealth Management first reported a position in PGX in Q4 2021 and held it in 3 quarters. The position peaked at $308K in Q4 2021. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Drive Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
Drive Wealth Management sold 19,879 Invesco Preferred ETF shares in Q3 2022, an estimated $245K.
Drive Wealth Management first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 3 quarters.
Drive Wealth Management's Invesco Preferred ETF position peaked at $308K in Q4 2021.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Drive Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.