Meridian Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Meridian 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
2022 Q3	–	Sell	-11,107	Closed	-$137K	–	552
2022 Q2	$137K	Buy	+11,107	New	+$140K	0.01%	529
2022 Q1	–	Sell	-12,611	Closed	-$189K	–	424
2021 Q4	$189K	Buy	12,611 +43	+0.3%	+$641	0.02%	388
2021 Q3	$189K	Buy	+12,568	New	+$191K	0.02%	381
2021 Q1	–	Sell	-10,097	Closed	-$154K	–	373
2020 Q4	$154K	Buy	10,097 +12	+0.1%	+$180	0.02%	328
2020 Q3	$148K	Buy	10,085 +12	+0.1%	+$176	0.04%	245
2020 Q2	$142K	Sell	10,073 -4,582	-31%	-$64.2K	0.05%	212
2020 Q1	$192K	Sell	14,655 -19	-0.1%	-$273	0.09%	193
2019 Q4	$220K	Buy	14,674 +3,412	+30%	+$50.9K	0.11%	185
2019 Q3	$169K	Buy	11,262 +1,843	+20%	+$27.4K	0.08%	197
2019 Q2	$1.38K	Buy	+9,419	New	+$137K	0.06%	249
2019 Q1	–	Sell	-25,554	Closed	-$344K	–	210
2018 Q4	$344K	Buy	25,554 +67	+0.3%	+$924	0.2%	96
2018 Q3	$365K	Sell	25,487 -1,734	-6%	-$25.2K	0.16%	114
2018 Q2	$396K	Buy	27,221 +1,587	+6%	+$23K	0.19%	113
2018 Q1	$374K	Sell	25,634 -7,397	-22%	-$108K	0.19%	114
2017 Q4	$496K	Buy	33,031 +18	+0.1%	+$270	0.31%	78
2017 Q3	$496K	Buy	33,013 +1,231	+4%	+$18.6K	0.31%	78
2017 Q2	$480K	Buy	31,782 +638	+2%	+$9.58K	0.3%	82
2017 Q1	$462K	Buy	+31,144	New	+$456K	0.28%	88

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meridian Wealth Management's PGX Position: Q3 2022 in Review

Meridian Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 11,107 shares — an estimated $137K sold.

Meridian Wealth Management first reported a position in PGX in Q1 2017 and held it in 18 quarters. The position peaked at $496K in Q4 2017. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Meridian Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 11,107 Invesco Preferred ETF shares in Q3 2022, an estimated $137K.
Meridian Wealth Management first reported a position in Invesco Preferred ETF in Q1 2017 and held it in 18 quarters.
Meridian Wealth Management's Invesco Preferred ETF position peaked at $496K in Q4 2017.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.