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

Insight 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
2022 Q4	–	Sell	-22,278	Closed	-$265K	–	62
2022 Q3	$265K	Hold	22,278	–	–	0.25%	48
2022 Q2	$275K	Hold	22,278	–	–	0.21%	48
2022 Q1	$302K	Hold	22,278	–	–	0.17%	59
2021 Q4	$334K	Hold	22,278	–	–	0.06%	61
2021 Q3	$335K	Hold	22,278	–	–	0.18%	47
2021 Q2	$341K	Hold	22,278	–	–	0.18%	44
2021 Q1	$334K	Hold	22,278	–	–	0.16%	42
2020 Q4	$340K	Hold	22,278	–	–	0.21%	43
2020 Q3	$328K	Hold	22,278	–	–	0.31%	40
2020 Q2	$315K	Hold	22,278	–	–	0.32%	32
2020 Q1	$293K	Hold	22,278	–	–	0.38%	31
2019 Q4	$334K	Buy	+22,278	New	+$333K	0.33%	35

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HNB

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

Insight Wealth Partners's PGX Position: Q4 2022 in Review

Insight Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 22,278 shares — an estimated $265K sold.

Insight Wealth Partners first reported a position in PGX in Q4 2019 and held it in 12 quarters. The position peaked at $341K in Q2 2021. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Insight Wealth Partners reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Insight Wealth Partners sold 22,278 Invesco Preferred ETF shares in Q4 2022, an estimated $265K.
Insight Wealth Partners first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 12 quarters.
Insight Wealth Partners's Invesco Preferred ETF position peaked at $341K in Q2 2021.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Insight Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.