IndexIQ Advisors’s Invesco Preferred ETF PGX Stock Holding History

IndexIQ Advisors’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
2022 Q1	$6.38M	Buy	470,002 +392,505	+506%	+$5.47M	0.23%	89
2021 Q4	$1.16M	Sell	77,497 -324,357	-81%	-$4.83M	0.04%	276
2021 Q3	$6.04M	Buy	401,854 +180,602	+82%	+$2.74M	0.2%	86
2021 Q2	$3.39M	Buy	221,252 +188,736	+580%	+$2.85M	0.11%	155
2021 Q1	$488K	Buy	32,516 +25,644	+373%	+$381K	0.02%	378
2020 Q4	$105K	Sell	6,872 -3,596	-34%	-$53.9K	﹤0.01%	1008
2020 Q3	$154K	Sell	10,468 -1,627	-13%	-$23.9K	0.01%	831
2020 Q2	$171K	Sell	12,095 -207,172	-94%	-$2.9M	0.01%	732
2020 Q1	$2.89M	Sell	219,267 -94,841	-30%	-$1.36M	0.13%	83
2019 Q4	$4.71M	Buy	314,108 +219,793	+233%	+$3.28M	0.17%	117
2019 Q3	$1.42M	Buy	94,315 +86,840	+1,162%	+$1.29M	0.05%	224
2019 Q2	$110K	Buy	+7,475	New	+$109K	﹤0.01%	535
2019 Q1	–	Sell	-10,807	Closed	-$146K	–	659
2018 Q4	$146K	Sell	10,807 -36,459	-77%	-$503K	﹤0.01%	537
2018 Q3	$677K	Sell	47,266 -273,937	-85%	-$3.98M	0.02%	466
2018 Q2	$4.68M	Buy	+321,203	New	+$4.65M	0.14%	146

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

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

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

HNB

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

IndexIQ Advisors's PGX Position: Q1 2022 in Review

IndexIQ Advisors increased its Invesco Preferred ETF (PGX) stake by 506% in Q1 2022, buying an estimated $5.47M and bringing the position to 470,002 shares worth $6.38M. The position accounts for 0.23% of the portfolio, ranked #89.

IndexIQ Advisors first reported a position in PGX in Q2 2018 and has held it in 15 quarters since. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

IndexIQ Advisors held 470,002 shares of Invesco Preferred ETF worth $6.38M as of Q1 2022.
IndexIQ Advisors bought 392,505 Invesco Preferred ETF shares in Q1 2022, an estimated $5.47M.
Invesco Preferred ETF made up 0.23% of IndexIQ Advisors's portfolio in Q1 2022, its #89 holding.
IndexIQ Advisors first reported a position in Invesco Preferred ETF in Q2 2018 and has held it in 15 quarters since.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.