FourThought Financial’s Invesco Preferred ETF PGX Stock Holding History

FourThought Financial’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
2021 Q2	–	Sell	-500	Closed	-$7K	–	1580
2021 Q1	$7K	Hold	500	–	–	﹤0.01%	1126
2020 Q4	$7K	Buy	+500	New	+$7.5K	﹤0.01%	1093

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

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

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

HNB

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

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

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

FourThought Financial's PGX Position: Q2 2021 in Review

FourThought Financial sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 500 shares — an estimated $7K sold.

FourThought Financial first reported a position in PGX in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

FourThought Financial reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
FourThought Financial sold 500 Invesco Preferred ETF shares in Q2 2021, an estimated $7K.
FourThought Financial first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 2 quarters.
FourThought Financial's Invesco Preferred ETF position peaked at $7K in Q1 2021.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.