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LGT Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

LGT Financial 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
Q2 		– Sell
-1,634
Closed -$19.4K – 846
2024
Q1 		$19.4K Hold
1,634
– – 0.02% 365
2023
Q4 		$18.7K Hold
1,634
– – 0.02% 363
2023
Q3 		$17.9K Buy
+1,634
New +$18.3K 0.02% 367
2023
Q1 		– Sell
-2,434
Closed -$27.2K – 166
2022
Q4 		$27.2K Buy
+2,434
New +$28.1K 0.03% 147

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

LGT Financial Advisors's PGX Position: Q2 2024 in Review

LGT Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 1,634 shares — an estimated $19.4K sold.

LGT Financial Advisors first reported a position in PGX in Q4 2022 and held it in 4 quarters. The position peaked at $27.2K in Q4 2022. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • LGT Financial Advisors reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,634 Invesco Preferred ETF shares in Q2 2024, an estimated $19.4K.
  • LGT Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 4 quarters.
  • LGT Financial Advisors's Invesco Preferred ETF position peaked at $27.2K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.