Onyx Bridge Wealth Group’s Invesco Preferred ETF PGX Stock Holding History

Onyx Bridge Wealth 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
2023 Q1	–	Sell	-10,183	Closed	-$121K	–	203
2022 Q4	$121K	Sell	10,183 -845	-8%	-$9.77K	0.05%	168
2022 Q3	$127K	Sell	11,028 -90	-0.8%	-$1.13K	0.06%	154
2022 Q2	$142K	Buy	+11,118	New	+$140K	0.06%	148

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Onyx Bridge Wealth Group's PGX Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 10,183 shares — an estimated $121K sold.

Onyx Bridge Wealth Group first reported a position in PGX in Q2 2022 and held it in 3 quarters. The position peaked at $142K in Q2 2022. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

Onyx Bridge Wealth Group reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,183 Invesco Preferred ETF shares in Q1 2023, an estimated $121K.
Onyx Bridge Wealth Group first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 3 quarters.
Onyx Bridge Wealth Group's Invesco Preferred ETF position peaked at $142K in Q2 2022.
470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.