Lockerman Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Lockerman Financial Group’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 Q4	–	Sell	-17,940	Closed	-$213K	–	77
2022 Q3	$213K	Hold	17,940	–	–	0.61%	57
2022 Q2	$221K	Hold	17,940	–	–	0.71%	53
2022 Q1	$243K	Hold	17,940	–	–	0.66%	57
2021 Q4	$269K	Buy	+17,940	New	+$267K	0.7%	45

Other funds holding PGX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lockerman Financial Group's PGX Position: Q4 2022 in Review

Lockerman Financial Group sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 17,940 shares — an estimated $213K sold.

Lockerman Financial Group first reported a position in PGX in Q4 2021 and held it in 4 quarters. The position peaked at $269K in Q4 2021. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Lockerman Financial Group reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Lockerman Financial Group sold 17,940 Invesco Preferred ETF shares in Q4 2022, an estimated $213K.
Lockerman Financial Group first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 4 quarters.
Lockerman Financial Group's Invesco Preferred ETF position peaked at $269K in Q4 2021.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Lockerman Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.