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Institutional & Family Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Institutional & Family Asset Management’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
2020
Q4 		– Sell
-1,600
Closed -$24K – 911
2020
Q3 		$24K Hold
1,600
– – 0.01% 383
2020
Q2 		$23K Buy
+1,600
New +$22.4K ﹤0.01% 385

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Institutional & Family Asset Management's PGX Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Invesco Preferred ETF (PGX) in Q4 2020, closing a stake of 1,600 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in PGX in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q3 2020. 492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Invesco Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,600 Invesco Preferred ETF shares in Q4 2020, an estimated $24K.
  • Institutional & Family Asset Management first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Invesco Preferred ETF position peaked at $24K in Q3 2020.
  • 492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.