First Personal Financial Services’s Invesco Preferred ETF PGX Stock Holding History

First Personal Financial Services’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 Q3	$1.06K	Hold	86	–	–	﹤0.01%	362
2024 Q2	$994	Hold	86	–	–	﹤0.01%	342
2024 Q1	$1.02K	Buy	+86	New	+$1.01K	﹤0.01%	345
2022 Q4	–	Sell	-53	Closed	-$1K	–	422
2022 Q3	$1K	Buy	+53	New	+$667	﹤0.01%	421
2016 Q2	–	Sell	-107	Closed	-$2K	–	829
2016 Q1	$2K	Sell	107 -1,318	-92%	-$19.4K	﹤0.01%	305
2015 Q4	$21K	Buy	+1,425	New	+$21K	0.01%	240

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Personal Financial Services's PGX Position: Q3 2024 in Review

First Personal Financial Services held its Invesco Preferred ETF (PGX) position steady in Q3 2024 at 86 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

First Personal Financial Services first reported a position in PGX in Q4 2015 and has held it in 6 quarters since. The position peaked at $21K in Q4 2015. 464 funds tracked by Wall St. Rank hold PGX as of Q3 2024.

First Personal Financial Services held 86 shares of Invesco Preferred ETF worth $1.06K as of Q3 2024.
First Personal Financial Services left its Invesco Preferred ETF share count unchanged in Q3 2024.
Invesco Preferred ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #362 holding.
First Personal Financial Services first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 6 quarters since.
First Personal Financial Services's Invesco Preferred ETF position peaked at $21K in Q4 2015.
464 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.