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Northwest Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-165
Closed -$2.04K – 407
2024
Q3 		$2.04K Buy
+165
New +$1.97K ﹤0.01% 495

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northwest Financial Advisors's PGX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 165 shares — an estimated $2.04K sold.

Northwest Financial Advisors first reported a position in PGX in Q3 2024 and held it in 1 quarter. The position peaked at $2.04K in Q3 2024. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 165 Invesco Preferred ETF shares in Q4 2024, an estimated $2.04K.
  • Northwest Financial Advisors first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Invesco Preferred ETF position peaked at $2.04K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.