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Financial Partners Group (Kansas)’s Invesco Preferred ETF PGX Stock Holding History

Financial Partners Group (Kansas)’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
2020
Q4 		– Sell
-10,663
Closed -$157K – 131
2020
Q3 		$157K Buy
10,663
+298
+3% +$4.37K 0.05% 116
2020
Q2 		$146K Buy
+10,365
New +$145K 0.06% 98

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Partners Group (Kansas)'s PGX Position: Q4 2020 in Review

Financial Partners Group (Kansas) sold out of Invesco Preferred ETF (PGX) in Q4 2020, closing a stake of 10,663 shares — an estimated $157K sold.

Financial Partners Group (Kansas) first reported a position in PGX in Q2 2020 and held it in 2 quarters. The position peaked at $157K in Q3 2020. 492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.

  • Financial Partners Group (Kansas) reported no remaining Invesco Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 10,663 Invesco Preferred ETF shares in Q4 2020, an estimated $157K.
  • Financial Partners Group (Kansas) first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 2 quarters.
  • Financial Partners Group (Kansas)'s Invesco Preferred ETF position peaked at $157K in Q3 2020.
  • 492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2020, filed 16 Feb 2021.