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Liberty Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Liberty Capital 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
Q3 		– Sell
-36,925
Closed -$456K – 134
2022
Q2 		$456K Sell
36,925
-10,800
-23% -$136K 0.16% 96
2022
Q1 		$648K Buy
+47,725
New +$665K 0.19% 89

Other funds holding PGX

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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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Capital Management's PGX Position: Q3 2022 in Review

Liberty Capital Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 36,925 shares — an estimated $456K sold.

Liberty Capital Management first reported a position in PGX in Q1 2022 and held it in 2 quarters. The position peaked at $648K in Q1 2022. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

  • Liberty Capital Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Liberty Capital Management sold 36,925 Invesco Preferred ETF shares in Q3 2022, an estimated $456K.
  • Liberty Capital Management first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 2 quarters.
  • Liberty Capital Management's Invesco Preferred ETF position peaked at $648K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Liberty Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.