Grandview Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Grandview Asset 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
2021 Q2	–	Sell	-717	Closed	-$11K	–	357
2021 Q1	$11K	Buy	+717	New	+$10.7K	0.01%	317

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

Grandview Asset Management's PGX Position: Q2 2021 in Review

Grandview Asset Management sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 717 shares — an estimated $11K sold.

Grandview Asset Management first reported a position in PGX in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

Grandview Asset Management reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
Grandview Asset Management sold 717 Invesco Preferred ETF shares in Q2 2021, an estimated $11K.
Grandview Asset Management first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 1 quarter.
Grandview Asset Management's Invesco Preferred ETF position peaked at $11K in Q1 2021.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.