MGO One Seven’s Invesco Preferred ETF PGX Stock Holding History

MGO One Seven’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	-16,755	Closed	-$251K	–	712
2021 Q4	$251K	Buy	16,755 +3	+0%	+$45	0.03%	553
2021 Q3	$253K	Sell	16,752 -1,088	-6%	-$16.5K	0.03%	497
2021 Q2	$273K	Buy	17,840 +1,643	+10%	+$24.8K	0.04%	475
2021 Q1	$242K	Sell	16,197 -900	-5%	-$13.4K	0.04%	463
2020 Q4	$261K	Buy	+17,097	New	+$256K	0.05%	399
2019 Q1	–	Sell	-2,841	Closed	-$37K	–	1285
2018 Q4	$37K	Buy	+2,841	New	+$39.2K	0.02%	726
2018 Q1	$27K	Hold	1,841	–	–	0.01%	785
2017 Q4	$27K	Buy	+1,841	New	+$27.6K	0.01%	784

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

MGO One Seven's PGX Position: Q1 2022 in Review

MGO One Seven sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 16,755 shares — an estimated $251K sold.

MGO One Seven first reported a position in PGX in Q4 2017 and held it in 8 quarters. The position peaked at $273K in Q2 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

MGO One Seven reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
MGO One Seven sold 16,755 Invesco Preferred ETF shares in Q1 2022, an estimated $251K.
MGO One Seven first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 8 quarters.
MGO One Seven's Invesco Preferred ETF position peaked at $273K in Q2 2021.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on MGO One Seven's 13F filing for Q1 2022, filed 13 May 2022.