NNP
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Nachman Norwood & Parrott’s Invesco Preferred ETF PGX Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-2,996
Closed -$44K – 810
2020
Q3 		$44K Buy
+2,996
New +$43.9K 0.01% 473

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nachman Norwood & Parrott's PGX Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco Preferred ETF (PGX) in Q4 2020, closing a stake of 2,996 shares — an estimated $44K sold.

Nachman Norwood & Parrott first reported a position in PGX in Q3 2020 and held it in 1 quarter. The position peaked at $44K in Q3 2020. 492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 2,996 Invesco Preferred ETF shares in Q4 2020, an estimated $44K.
  • Nachman Norwood & Parrott first reported a position in Invesco Preferred ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco Preferred ETF position peaked at $44K in Q3 2020.
  • 492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.