Janiczek Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Janiczek Wealth 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
2022 Q1	–	Sell	-872	Closed	-$13K	–	1049
2021 Q4	$13K	Buy	+872	New	+$13K	﹤0.01%	557
2021 Q3	–	Sell	-120	Closed	-$2K	–	1020
2021 Q2	$2K	Hold	120	–	–	﹤0.01%	777
2021 Q1	$2K	Hold	120	–	–	﹤0.01%	744
2020 Q4	$2K	Hold	120	–	–	﹤0.01%	684
2020 Q3	$2K	Buy	+120	New	+$1.76K	﹤0.01%	518

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

Janiczek Wealth Management's PGX Position: Q1 2022 in Review

Janiczek Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 872 shares — an estimated $13K sold.

Janiczek Wealth Management first reported a position in PGX in Q3 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Janiczek Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Janiczek Wealth Management sold 872 Invesco Preferred ETF shares in Q1 2022, an estimated $13K.
Janiczek Wealth Management first reported a position in Invesco Preferred ETF in Q3 2020 and held it in 5 quarters.
Janiczek Wealth Management's Invesco Preferred ETF position peaked at $13K in Q4 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.