Freedman Financial Associates’s Invesco Preferred ETF PGX Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-800	Closed	-$11K	–	303
2022 Q1	$11K	Hold	800	–	–	0.01%	351
2021 Q4	$12K	Sell	800 -6,521	-89%	-$97.2K	0.01%	329
2021 Q3	$110K	Hold	7,321	–	–	0.08%	108
2021 Q2	$112K	Buy	7,321 +6,521	+815%	+$98.6K	0.08%	100
2021 Q1	$12K	Hold	800	–	–	0.01%	339
2020 Q4	$12K	Buy	+800	New	+$12K	0.01%	338

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Freedman Financial Associates's PGX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 800 shares — an estimated $11K sold.

Freedman Financial Associates first reported a position in PGX in Q4 2020 and held it in 6 quarters. The position peaked at $112K in Q2 2021. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

Freedman Financial Associates reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 800 Invesco Preferred ETF shares in Q2 2022, an estimated $11K.
Freedman Financial Associates first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Invesco Preferred ETF position peaked at $112K in Q2 2021.
498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.