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FAS Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

FAS Wealth Partners’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
2021
Q2 		– Sell
-1,390
Closed -$21K – 378
2021
Q1 		$21K Buy
+1,390
New +$20.7K ﹤0.01% 321

Other funds holding PGX

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FAS Wealth Partners's PGX Position: Q2 2021 in Review

FAS Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 1,390 shares — an estimated $21K sold.

FAS Wealth Partners first reported a position in PGX in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

  • FAS Wealth Partners reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • FAS Wealth Partners sold 1,390 Invesco Preferred ETF shares in Q2 2021, an estimated $21K.
  • FAS Wealth Partners first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 1 quarter.
  • FAS Wealth Partners's Invesco Preferred ETF position peaked at $21K in Q1 2021.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on FAS Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.