Financial Advocates Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Financial Advocates Investment 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
2024 Q4	–	Sell	-11,892	Closed	-$310K	–	802
2024 Q3	$310K	Buy	+11,892	New	+$142K	0.02%	590
2024 Q1	–	Sell	-14,559	Closed	-$169K	–	799
2023 Q4	$169K	Sell	14,559 -12,876	-47%	-$141K	0.01%	690
2023 Q3	$485K	Buy	27,435 +8,202	+43%	+$91.7K	0.03%	421
2023 Q2	$219K	Buy	+19,233	New	+$218K	0.02%	623
2021 Q4	–	Sell	-10,044	Closed	-$151K	–	799
2021 Q3	$151K	Sell	10,044 -1,042	-9%	-$15.8K	0.01%	714
2021 Q2	$169K	Buy	11,086 +631	+6%	+$9.54K	0.01%	710
2021 Q1	$157K	Buy	+10,455	New	+$155K	0.01%	721
2020 Q4	–	Sell	-14,180	Closed	-$209K	–	737
2020 Q3	$209K	Buy	14,180 +3,159	+29%	+$46.3K	0.02%	577
2020 Q2	$156K	Buy	11,021 +1,000	+10%	+$14K	0.01%	580
2020 Q1	$132K	Buy	+10,021	New	+$144K	0.02%	450
2019 Q3	–	Sell	-15,734	Closed	-$230K	–	500
2019 Q2	$230K	Buy	+15,734	New	+$230K	0.03%	420

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $69.6M AUM 1.92% 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

Financial Advocates Investment Management's PGX Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 11,892 shares — an estimated $310K sold.

Financial Advocates Investment Management first reported a position in PGX in Q2 2019 and held it in 11 quarters. The position peaked at $485K in Q3 2023. 474 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

Financial Advocates Investment Management reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 11,892 Invesco Preferred ETF shares in Q4 2024, an estimated $310K.
Financial Advocates Investment Management first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 11 quarters.
Financial Advocates Investment Management's Invesco Preferred ETF position peaked at $485K in Q3 2023.
474 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.