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Legacy Capital Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-40,527
Closed -$476K – 352
2024
Q1 		$476K Buy
+40,527
New +$478K 0.34% 70

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Ameriprise
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UBS Group
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Legacy Capital Wealth Partners's PGX Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 40,527 shares — an estimated $476K sold.

Legacy Capital Wealth Partners first reported a position in PGX in Q1 2024 and held it in 1 quarter. The position peaked at $476K in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 40,527 Invesco Preferred ETF shares in Q2 2024, an estimated $476K.
  • Legacy Capital Wealth Partners first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Invesco Preferred ETF position peaked at $476K in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.