HNB
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Hilltop National Bank’s Invesco Preferred ETF PGX Stock Holding History

Hilltop National Bank’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
Q4 		– Sell
-1,490
Closed -$18.4K – 823
2024
Q3 		$18.4K Hold
1,490
– – 0.01% 595
2024
Q2 		$17.2K Buy
+1,490
New +$17.2K 0.01% 583

Other funds holding PGX

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Hilltop National Bank's PGX Position: Q4 2024 in Review

Hilltop National Bank sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 1,490 shares — an estimated $18.4K sold.

Hilltop National Bank first reported a position in PGX in Q2 2024 and held it in 2 quarters. The position peaked at $18.4K in Q3 2024. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

  • Hilltop National Bank reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Hilltop National Bank sold 1,490 Invesco Preferred ETF shares in Q4 2024, an estimated $18.4K.
  • Hilltop National Bank first reported a position in Invesco Preferred ETF in Q2 2024 and held it in 2 quarters.
  • Hilltop National Bank's Invesco Preferred ETF position peaked at $18.4K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Hilltop National Bank's 13F filing for Q4 2024, filed 10 Jan 2025.