OLVIG
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Oliver Lagore Vanvalin Investment Group’s Invesco Preferred ETF PGX Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		– Sell
-570
Closed -$7K – 743
2022
Q3 		$7K Hold
570
– – ﹤0.01% 395
2022
Q2 		$7K Hold
570
– – ﹤0.01% 377
2022
Q1 		$8K Buy
+570
New +$7.94K 0.01% 360

Other funds holding PGX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PGX Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 570 shares — an estimated $7K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PGX in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 497 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 570 Invesco Preferred ETF shares in Q4 2022, an estimated $7K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Invesco Preferred ETF position peaked at $8K in Q1 2022.
  • 497 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.