Marcum Wealth’s Invesco Preferred ETF PGX Stock Holding History

Marcum Wealth’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 Q1	–	Sell	-20,930	Closed	-$314K	–	399
2021 Q4	$314K	Buy	+20,930	New	+$312K	0.04%	245

Other funds holding PGX

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

HNB

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Marcum Wealth's PGX Position: Q1 2022 in Review

Marcum Wealth sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 20,930 shares — an estimated $314K sold.

Marcum Wealth first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $314K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Marcum Wealth reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Marcum Wealth sold 20,930 Invesco Preferred ETF shares in Q1 2022, an estimated $314K.
Marcum Wealth first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
Marcum Wealth's Invesco Preferred ETF position peaked at $314K in Q4 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.