Mine & Arao Wealth Creation & Management’s Invesco Preferred ETF PGX Stock Holding History

Mine & Arao Wealth Creation & 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	-2,650	Closed	-$33K	–	341
2022 Q2	$33K	Buy	2,650 +12	+0.5%	+$151	0.02%	157
2022 Q1	$36K	Hold	2,638	–	–	0.02%	165
2021 Q4	$40K	Hold	2,638	–	–	0.02%	162
2021 Q3	$40K	Hold	2,638	–	–	0.02%	158
2021 Q2	$40K	Hold	2,638	–	–	0.02%	157
2021 Q1	$40K	Hold	2,638	–	–	0.03%	147
2020 Q4	$40K	Hold	2,638	–	–	0.03%	140
2020 Q3	$39K	Buy	+2,638	New	+$38.7K	0.03%	129

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

Mine & Arao Wealth Creation & Management's PGX Position: Q3 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 2,650 shares — an estimated $33K sold.

Mine & Arao Wealth Creation & Management first reported a position in PGX in Q3 2020 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Mine & Arao Wealth Creation & Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 2,650 Invesco Preferred ETF shares in Q3 2022, an estimated $33K.
Mine & Arao Wealth Creation & Management first reported a position in Invesco Preferred ETF in Q3 2020 and held it in 8 quarters.
Mine & Arao Wealth Creation & Management's Invesco Preferred ETF position peaked at $40K in Q4 2021.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2022, filed 21 Oct 2022.