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

Liberty 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
2024
Q3 		– Sell
-234,303
Closed -$237K – 247
2024
Q2 		$237K Buy
+234,303
New +$2.71M 0.04% 175

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
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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Liberty Wealth Management's PGX Position: Q3 2024 in Review

Liberty Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2024, closing a stake of 234,303 shares — an estimated $237K sold.

Liberty Wealth Management first reported a position in PGX in Q2 2024 and held it in 1 quarter. The position peaked at $237K in Q2 2024. 464 funds tracked by Wall St. Rank hold PGX as of Q3 2024.

  • Liberty Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 234,303 Invesco Preferred ETF shares in Q3 2024, an estimated $237K.
  • Liberty Wealth Management first reported a position in Invesco Preferred ETF in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Invesco Preferred ETF position peaked at $237K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.