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Milestone Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Milestone Investment 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
2023
Q2 		– Sell
-200
Closed -$2.3K – 350
2023
Q1 		$2.3K Hold
200
– – ﹤0.01% 373
2022
Q4 		$2.24K Buy
+200
New +$2.31K ﹤0.01% 118

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Milestone Investment Advisors's PGX Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 200 shares — an estimated $2.3K sold.

Milestone Investment Advisors first reported a position in PGX in Q4 2022 and held it in 2 quarters. The position peaked at $2.3K in Q1 2023. 477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 200 Invesco Preferred ETF shares in Q2 2023, an estimated $2.3K.
  • Milestone Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Investment Advisors's Invesco Preferred ETF position peaked at $2.3K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.