Financial Synergies Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-332	Closed	-$3.94K	–	352
2024 Q1	$3.94K	Buy	+332	New	+$3.91K	﹤0.01%	285
2023 Q4	–	Sell	-321	Closed	-$3.52K	–	527
2023 Q3	$3.52K	Buy	321 +5	+2%	+$56	﹤0.01%	279
2023 Q2	$3.6K	Buy	+316	New	+$3.59K	﹤0.01%	272

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's PGX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 332 shares — an estimated $3.94K sold.

Financial Synergies Wealth Advisors first reported a position in PGX in Q2 2023 and held it in 3 quarters. The position peaked at $3.94K in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 332 Invesco Preferred ETF shares in Q2 2024, an estimated $3.94K.
Financial Synergies Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Invesco Preferred ETF position peaked at $3.94K in Q1 2024.
466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.