Founders Financial Securities’s Invesco Preferred ETF PGX Stock Holding History

Founders Financial Securities’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
2022 Q1	–	Sell	-18,984	Closed	-$285K	–	274
2021 Q4	$285K	Sell	18,984 -18,196	-49%	-$271K	0.05%	216
2021 Q3	$559K	Buy	37,180 +2,650	+8%	+$40.2K	0.11%	156
2021 Q2	$529K	Buy	+34,530	New	+$522K	0.11%	170
2021 Q1	–	Sell	-33,483	Closed	-$511K	–	264
2020 Q4	$511K	Buy	33,483 +18	+0.1%	+$270	0.12%	125
2020 Q3	$493K	Buy	+33,465	New	+$491K	0.16%	91

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Founders Financial Securities's PGX Position: Q1 2022 in Review

Founders Financial Securities sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 18,984 shares — an estimated $285K sold.

Founders Financial Securities first reported a position in PGX in Q3 2020 and held it in 5 quarters. The position peaked at $559K in Q3 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Founders Financial Securities reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Founders Financial Securities sold 18,984 Invesco Preferred ETF shares in Q1 2022, an estimated $285K.
Founders Financial Securities first reported a position in Invesco Preferred ETF in Q3 2020 and held it in 5 quarters.
Founders Financial Securities's Invesco Preferred ETF position peaked at $559K in Q3 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Founders Financial Securities's 13F filing for Q1 2022, filed 13 May 2022.