Leicht Financial Planning & Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Leicht Financial Planning & 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
2023 Q4	–	Sell	-320,588	Closed	-$3.51M	–	25
2023 Q3	$3.51M	Buy	320,588 +13,611	+4%	+$152K	2.17%	15
2023 Q2	$3.49M	Buy	+306,977	New	+$3.48M	2.11%	14

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's PGX Position: Q4 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco Preferred ETF (PGX) in Q4 2023, closing a stake of 320,588 shares — an estimated $3.51M sold.

Leicht Financial Planning & Wealth Management first reported a position in PGX in Q2 2023 and held it in 2 quarters. The position peaked at $3.51M in Q3 2023. 494 funds tracked by Wall St. Rank hold PGX as of Q4 2023.

Leicht Financial Planning & Wealth Management reported no remaining Invesco Preferred ETF position as of Q4 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 320,588 Invesco Preferred ETF shares in Q4 2023, an estimated $3.51M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's Invesco Preferred ETF position peaked at $3.51M in Q3 2023.
494 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.