GYL Financial Synergies’s Invesco Preferred ETF PGX Stock Holding History

GYL Financial Synergies’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 Q3	$2.49M	Sell	201,771 -865	-0.4%	-$10.3K	0.19%	108
2024 Q2	$2.34M	Sell	202,636 -10,067	-5%	-$116K	0.18%	107
2024 Q1	$2.53M	Sell	212,703 -114,811	-35%	-$1.35M	0.2%	106
2023 Q4	$3.76M	Buy	327,514 +70,457	+27%	+$769K	0.31%	82
2023 Q3	$2.81M	Buy	257,057 +15,844	+7%	+$177K	0.27%	89
2023 Q2	$2.74M	Sell	241,213 -38,656	-14%	-$439K	0.25%	91
2023 Q1	$3.21M	Sell	279,869 -291,661	-51%	-$3.5M	0.39%	60
2022 Q4	$6.39M	Buy	571,530 +376,980	+194%	+$4.36M	1.38%	22
2022 Q3	$2.31M	Buy	194,550 +152,362	+361%	+$1.92M	0.63%	25
2022 Q2	$521K	Buy	42,188 +25,926	+159%	+$326K	0.14%	98
2022 Q1	$221K	Buy	+16,262	New	+$226K	0.05%	192

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

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

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

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

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

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

SAMC

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

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

GYL Financial Synergies's PGX Position: Q3 2024 in Review

GYL Financial Synergies reduced its Invesco Preferred ETF (PGX) stake by 0.43% in Q3 2024, selling an estimated $10.3K and leaving 201,771 shares worth $2.49M. The position accounts for 0.19% of the portfolio, ranked #108.

GYL Financial Synergies first reported a position in PGX in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.39M in Q4 2022. 465 funds tracked by Wall St. Rank hold PGX as of Q3 2024.

GYL Financial Synergies held 201,771 shares of Invesco Preferred ETF worth $2.49M as of Q3 2024.
GYL Financial Synergies sold 865 Invesco Preferred ETF shares in Q3 2024, an estimated $10.3K.
Invesco Preferred ETF made up 0.19% of GYL Financial Synergies's portfolio in Q3 2024, its #108 holding.
GYL Financial Synergies first reported a position in Invesco Preferred ETF in Q1 2022 and has held it in 11 quarters since.
GYL Financial Synergies's Invesco Preferred ETF position peaked at $6.39M in Q4 2022.
465 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.