Intrua Financial’s Invesco Preferred ETF PGX Stock Holding History

Intrua Financial’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 Q2	–	Sell	-38,703	Closed	-$525K	–	385
2022 Q1	$525K	Buy	38,703 +1,041	+3%	+$14.5K	0.09%	220
2021 Q4	$565K	Buy	37,662 +637	+2%	+$9.49K	0.1%	201
2021 Q3	$558K	Buy	37,025 +1,008	+3%	+$15.3K	0.1%	194
2021 Q2	$545K	Buy	36,017 +1,896	+6%	+$28.7K	0.13%	157
2021 Q1	$515K	Buy	34,121 +3,493	+11%	+$51.9K	0.13%	153
2020 Q4	$467K	Buy	30,628 +827	+3%	+$12.4K	0.21%	99
2020 Q3	$446K	Sell	29,801 -1,031	-3%	-$15.1K	0.22%	104
2020 Q2	$456K	Buy	+30,832	New	+$432K	0.17%	119

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

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

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

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

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

Intrua Financial's PGX Position: Q2 2022 in Review

Intrua Financial sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 38,703 shares — an estimated $525K sold.

Intrua Financial first reported a position in PGX in Q2 2020 and held it in 8 quarters. The position peaked at $565K in Q4 2021. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

Intrua Financial reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
Intrua Financial sold 38,703 Invesco Preferred ETF shares in Q2 2022, an estimated $525K.
Intrua Financial first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 8 quarters.
Intrua Financial's Invesco Preferred ETF position peaked at $565K in Q4 2021.
498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.