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

Insight Wealth Strategies’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	-26,082	Closed	-$391K	–	222
2021 Q1	$391K	Sell	26,082 -1,778	-6%	-$26.4K	0.05%	155
2020 Q4	$425K	Sell	27,860 -3,474	-11%	-$52.1K	0.07%	125
2020 Q3	$462K	Sell	31,334 -1,473	-4%	-$21.6K	0.09%	109
2020 Q2	$463K	Buy	32,807 +886	+3%	+$12.4K	0.1%	91
2020 Q1	$420K	Buy	31,921 +3,163	+11%	+$45.5K	0.11%	88
2019 Q4	$432K	Buy	28,758 +9,778	+52%	+$146K	0.09%	142
2019 Q3	$285K	Buy	18,980 +8,814	+87%	+$131K	0.07%	156
2019 Q2	$149K	Buy	+10,166	New	+$148K	0.04%	157

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

Insight Wealth Strategies's PGX Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 26,082 shares — an estimated $391K sold.

Insight Wealth Strategies first reported a position in PGX in Q2 2019 and held it in 8 quarters. The position peaked at $463K in Q2 2020. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

Insight Wealth Strategies reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 26,082 Invesco Preferred ETF shares in Q2 2021, an estimated $391K.
Insight Wealth Strategies first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 8 quarters.
Insight Wealth Strategies's Invesco Preferred ETF position peaked at $463K in Q2 2020.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.