GSC
PGX icon

Ground Swell Capital’s Invesco Preferred ETF PGX Stock Holding History

Ground Swell Capital’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
-21,878
Closed -$260K – 208
2024
Q1 		$260K Buy
+21,878
New +$258K 0.24% 32

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Ground Swell Capital's PGX Position: Q2 2024 in Review

Ground Swell Capital sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 21,878 shares — an estimated $260K sold.

Ground Swell Capital first reported a position in PGX in Q1 2024 and held it in 1 quarter. The position peaked at $260K in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • Ground Swell Capital reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Ground Swell Capital sold 21,878 Invesco Preferred ETF shares in Q2 2024, an estimated $260K.
  • Ground Swell Capital first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 1 quarter.
  • Ground Swell Capital's Invesco Preferred ETF position peaked at $260K in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.