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Johnson Financial Group Inc (Wisconsin)’s Invesco Preferred ETF PGX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-635
Closed -$8K – 659
2022
Q3 		$8K Buy
+635
New +$7.99K ﹤0.01% 510
2021
Q2 		– Sell
-350
Closed -$5K – 793
2021
Q1 		$5K Buy
+350
New +$5.21K ﹤0.01% 578

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Johnson Financial Group Inc (Wisconsin)'s PGX Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 635 shares — an estimated $8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PGX in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 635 Invesco Preferred ETF shares in Q4 2022, an estimated $8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Preferred ETF position peaked at $8K in Q3 2022.
  • 496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.