NWMG
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National Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History

National Wealth Management Group’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
-49,381
Closed -$741K – 124
2021
Q4 		$741K Buy
+49,381
New +$736K 0.69% 46

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

National Wealth Management Group's PGX Position: Q1 2022 in Review

National Wealth Management Group sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 49,381 shares — an estimated $741K sold.

National Wealth Management Group first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $741K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • National Wealth Management Group reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 49,381 Invesco Preferred ETF shares in Q1 2022, an estimated $741K.
  • National Wealth Management Group first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's Invesco Preferred ETF position peaked at $741K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.