Hudock Inc’s Invesco Preferred ETF PGX Stock Holding History

Hudock Inc’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
2021 Q2	–	Sell	-386	Closed	-$5K	–	847
2021 Q1	$5K	Buy	+386	New	+$5.74K	﹤0.01%	613
2015 Q3	–	Sell	-917	Closed	-$13K	–	598
2015 Q2	$13K	Buy	+917	New	+$13.5K	0.01%	371

Other funds holding PGX

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

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

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

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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hudock Inc's PGX Position: Q2 2021 in Review

Hudock Inc sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 386 shares — an estimated $5K sold.

Hudock Inc first reported a position in PGX in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q2 2015. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

Hudock Inc reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
Hudock Inc sold 386 Invesco Preferred ETF shares in Q2 2021, an estimated $5K.
Hudock Inc first reported a position in Invesco Preferred ETF in Q2 2015 and held it in 2 quarters.
Hudock Inc's Invesco Preferred ETF position peaked at $13K in Q2 2015.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.