Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Kayne Anderson Rudnick Investment 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
Q4 		– Sell
-3,100
Closed -$37K – 692
2022
Q3 		$37K Buy
+3,100
New +$39K ﹤0.01% 492

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PGX Position: Q4 2022 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 3,100 shares — an estimated $37K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PGX in Q3 2022 and held it in 1 quarter. The position peaked at $37K in Q3 2022. 497 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Kayne Anderson Rudnick Investment Management reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 3,100 Invesco Preferred ETF shares in Q4 2022, an estimated $37K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's Invesco Preferred ETF position peaked at $37K in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.