Hibernia Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-499,090	Closed	-$5.47M	–	258
2023 Q3	$5.47M	Buy	+499,090	New	+$5.58M	4.23%	8

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hibernia Wealth Partners's PGX Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q4 2023, closing a stake of 499,090 shares — an estimated $5.47M sold.

Hibernia Wealth Partners first reported a position in PGX in Q3 2023 and held it in 1 quarter. The position peaked at $5.47M in Q3 2023. 494 funds tracked by Wall St. Rank hold PGX as of Q4 2023.

Hibernia Wealth Partners reported no remaining Invesco Preferred ETF position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 499,090 Invesco Preferred ETF shares in Q4 2023, an estimated $5.47M.
Hibernia Wealth Partners first reported a position in Invesco Preferred ETF in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's Invesco Preferred ETF position peaked at $5.47M in Q3 2023.
494 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.