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Knights of Columbus Asset Advisors’s Invesco Preferred ETF PGX Stock Holding History

Knights of Columbus Asset Advisors’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 		– Sell
-799
Closed -$9.87K – 413
2024
Q3 		$9.87K Buy
+799
New +$9.54K ﹤0.01% 376

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Knights of Columbus Asset Advisors's PGX Position: Q4 2024 in Review

Knights of Columbus Asset Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 799 shares — an estimated $9.87K sold.

Knights of Columbus Asset Advisors first reported a position in PGX in Q3 2024 and held it in 1 quarter. The position peaked at $9.87K in Q3 2024. 474 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

  • Knights of Columbus Asset Advisors reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 799 Invesco Preferred ETF shares in Q4 2024, an estimated $9.87K.
  • Knights of Columbus Asset Advisors first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 1 quarter.
  • Knights of Columbus Asset Advisors's Invesco Preferred ETF position peaked at $9.87K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.