Kades & Cheifetz’s Invesco Preferred ETF PGX Stock Holding History

Kades & Cheifetz’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
2024 Q4	$2.78M	Sell	241,109 -24,370	-9%	-$293K	1.42%	21
2024 Q3	$3.28M	Buy	265,479 +4,649	+2%	+$55.5K	1.88%	16
2024 Q2	$3.01M	Sell	260,830 -13,016	-5%	-$150K	1.89%	15
2024 Q1	$3.25M	Sell	273,846 -1,835	-0.7%	-$21.6K	2.08%	15
2023 Q4	$3.16M	Buy	275,681 +98,757	+56%	+$1.08M	2.24%	14
2023 Q3	$1.94M	Buy	176,924 +63,924	+57%	+$715K	1.53%	18
2023 Q2	$1.28M	Buy	113,000 +12,808	+13%	+$145K	0.99%	28
2023 Q1	$1.15M	Buy	100,192 +1,868	+2%	+$22.4K	0.91%	29
2022 Q4	$1.1M	Buy	+98,324	New	+$1.14M	0.92%	28

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kades & Cheifetz's PGX Position: Q4 2024 in Review

Kades & Cheifetz reduced its Invesco Preferred ETF (PGX) stake by 9.2% in Q4 2024, selling an estimated $293K and leaving 241,109 shares worth $2.78M. The position accounts for 1.42% of the portfolio, ranked #21.

Kades & Cheifetz first reported a position in PGX in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.28M in Q3 2024. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

Kades & Cheifetz held 241,109 shares of Invesco Preferred ETF worth $2.78M as of Q4 2024.
Kades & Cheifetz sold 24,370 Invesco Preferred ETF shares in Q4 2024, an estimated $293K.
Invesco Preferred ETF made up 1.42% of Kades & Cheifetz's portfolio in Q4 2024, its #21 holding.
Kades & Cheifetz first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Invesco Preferred ETF position peaked at $3.28M in Q3 2024.
473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.