Granite Bay Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Granite Bay 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
2023 Q2	$166K	Buy	+14,570	New	+$165K	0.15%	43

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Granite Bay Wealth Management's PGX Position: Q2 2023 in Review

Granite Bay Wealth Management opened a new position in Invesco Preferred ETF (PGX) in Q2 2023: 14,570 shares worth $166K. The stake represents 0.15% of the portfolio and ranks #43 among its holdings.

475 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

Granite Bay Wealth Management held 14,570 shares of Invesco Preferred ETF worth $166K as of Q2 2023.
Invesco Preferred ETF was a new Granite Bay Wealth Management position in Q2 2023.
Invesco Preferred ETF made up 0.15% of Granite Bay Wealth Management's portfolio in Q2 2023, its #43 holding.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.