MFA Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

MFA Wealth Advisors’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
2021 Q2	–	Sell	-21,432	Closed	-$317K	–	64
2021 Q1	$317K	Buy	21,432 +3,242	+18%	+$48.2K	0.15%	52
2020 Q4	$278K	Buy	18,190 +2,909	+19%	+$43.6K	0.25%	36
2020 Q3	$225K	Buy	15,281 +2,941	+24%	+$43.1K	0.24%	35
2020 Q2	$174K	Buy	+12,340	New	+$173K	0.11%	44
2019 Q1	–	Sell	-171,736	Closed	-$2.31M	–	58
2018 Q4	$2.31M	Buy	171,736 +4,535	+3%	+$62.6K	2.31%	13
2018 Q3	$2.34M	Buy	167,201 +5,158	+3%	+$74.9K	1.75%	18
2018 Q2	$2.35M	Buy	162,043 +5,588	+4%	+$80.9K	1.54%	16
2018 Q1	$2.25M	Buy	156,455 +11,794	+8%	+$172K	1.7%	15
2017 Q4	$2.08M	Buy	+144,661	New	+$2.17M	1.41%	20

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

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

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

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

MFA Wealth Advisors's PGX Position: Q2 2021 in Review

MFA Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2021, closing a stake of 21,432 shares — an estimated $317K sold.

MFA Wealth Advisors first reported a position in PGX in Q4 2017 and held it in 9 quarters. The position peaked at $2.35M in Q2 2018. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

MFA Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q2 2021 after selling out during the quarter.
MFA Wealth Advisors sold 21,432 Invesco Preferred ETF shares in Q2 2021, an estimated $317K.
MFA Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 9 quarters.
MFA Wealth Advisors's Invesco Preferred ETF position peaked at $2.35M in Q2 2018.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on MFA Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.