LWM
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Ledge Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Ledge Wealth 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
Q2 		– Sell
-12,908
Closed -$175K – 73
2022
Q1 		$175K Buy
+12,908
New +$180K 0.11% 70

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ledge Wealth Management's PGX Position: Q2 2022 in Review

Ledge Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 12,908 shares — an estimated $175K sold.

Ledge Wealth Management first reported a position in PGX in Q1 2022 and held it in 1 quarter. The position peaked at $175K in Q1 2022. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

  • Ledge Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Ledge Wealth Management sold 12,908 Invesco Preferred ETF shares in Q2 2022, an estimated $175K.
  • Ledge Wealth Management first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 1 quarter.
  • Ledge Wealth Management's Invesco Preferred ETF position peaked at $175K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Ledge Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.