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Future Financial Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Future Financial Wealth Management’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
-1,618
Closed -$19.2K – 353
2024
Q1 		$19.2K Buy
+1,618
New +$19.1K 0.01% 349
2022
Q2 		– Sell
-1,000
Closed -$14K – 370
2022
Q1 		$14K Hold
1,000
– – 0.01% 400
2021
Q4 		$15K Buy
+1,000
New +$14.9K 0.01% 395

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Future Financial Wealth Management's PGX Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 1,618 shares — an estimated $19.2K sold.

Future Financial Wealth Management first reported a position in PGX in Q4 2021 and held it in 3 quarters. The position peaked at $19.2K in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,618 Invesco Preferred ETF shares in Q2 2024, an estimated $19.2K.
  • Future Financial Wealth Management first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's Invesco Preferred ETF position peaked at $19.2K in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.