Householder Group Estate & Retirement Specialist’s Invesco Preferred ETF PGX Stock Holding History

Householder Group Estate & Retirement Specialist’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	$21K	Sell	1,839 -11,075	-86%	-$133K	0.02%	284
2024 Q3	$159K	Sell	12,914 -281	-2%	-$3.35K	0.05%	291
2024 Q2	$152K	Sell	13,195 -904	-6%	-$10.4K	0.04%	280
2024 Q1	$168K	Sell	14,099 -2,274	-14%	-$26.8K	0.05%	264
2023 Q4	$187K	Sell	16,373 -7,055	-30%	-$77K	0.06%	246
2023 Q3	$257K	Buy	+23,428	New	+$262K	0.09%	184
2023 Q1	$770K	Buy	+67,077	New	+$805K	0.3%	74
2022 Q4	–	Sell	-82,975	Closed	-$985K	–	881
2022 Q3	$985K	Sell	82,975 -9,146	-10%	-$115K	0.41%	56
2022 Q2	$1.14M	Sell	92,121 -8,501	-8%	-$107K	0.51%	45
2022 Q1	$1.36M	Sell	100,622 -10,271	-9%	-$143K	0.55%	45
2021 Q4	$1.66M	Buy	+110,893	New	+$1.65M	0.62%	37

Other funds holding PGX

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

SAMC

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

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

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

Householder Group Estate & Retirement Specialist's PGX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco Preferred ETF (PGX) stake by 86% in Q4 2024, selling an estimated $133K and leaving 1,839 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #284.

Householder Group Estate & Retirement Specialist first reported a position in PGX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2021. 474 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,839 shares of Invesco Preferred ETF worth $21K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 11,075 Invesco Preferred ETF shares in Q4 2024, an estimated $133K.
Invesco Preferred ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #284 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Preferred ETF position peaked at $1.66M in Q4 2021.
474 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.