Key Bridge Compliance’s Invesco Preferred ETF PGX Stock Holding History

Key Bridge Compliance’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
2023 Q3	$264K	Buy	+24,142	New	+$270K	0.08%	100

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Key Bridge Compliance's PGX Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in Invesco Preferred ETF (PGX) in Q3 2023: 24,142 shares worth $264K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings.

476 funds tracked by Wall St. Rank hold PGX as of Q3 2023.

Key Bridge Compliance held 24,142 shares of Invesco Preferred ETF worth $264K as of Q3 2023.
Invesco Preferred ETF was a new Key Bridge Compliance position in Q3 2023.
Invesco Preferred ETF made up 0.08% of Key Bridge Compliance's portfolio in Q3 2023, its #100 holding.
476 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.