Dynamic Technology Lab’s Invesco Preferred ETF PGX Stock Holding History

Dynamic Technology Lab’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 Q4	–	Sell	-18,944	Closed	-$225K	–	1422
2022 Q3	$225K	Buy	+18,944	New	+$238K	0.02%	921
2022 Q2	–	Sell	-17,081	Closed	-$232K	–	1439
2022 Q1	$232K	Buy	+17,081	New	+$238K	0.03%	898

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dynamic Technology Lab's PGX Position: Q4 2022 in Review

Dynamic Technology Lab sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 18,944 shares — an estimated $225K sold.

Dynamic Technology Lab first reported a position in PGX in Q1 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Dynamic Technology Lab reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Dynamic Technology Lab sold 18,944 Invesco Preferred ETF shares in Q4 2022, an estimated $225K.
Dynamic Technology Lab first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 2 quarters.
Dynamic Technology Lab's Invesco Preferred ETF position peaked at $232K in Q1 2022.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Dynamic Technology Lab's 13F filing for Q4 2022, filed 14 Feb 2023.