Orcam Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Orcam Financial 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	-12,500	Closed	-$140K	–	37
2022 Q4	$140K	Hold	12,500	–	–	0.22%	33
2022 Q3	$149K	Hold	12,500	–	–	0.25%	29
2022 Q2	$154K	Hold	12,500	–	–	0.25%	28
2022 Q1	$170K	Buy	+12,500	New	+$174K	0.24%	34

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

Orcam Financial Group's PGX Position: Q1 2023 in Review

Orcam Financial Group sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 12,500 shares — an estimated $140K sold.

Orcam Financial Group first reported a position in PGX in Q1 2022 and held it in 4 quarters. The position peaked at $170K in Q1 2022. 471 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

Orcam Financial Group reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
Orcam Financial Group sold 12,500 Invesco Preferred ETF shares in Q1 2023, an estimated $140K.
Orcam Financial Group first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 4 quarters.
Orcam Financial Group's Invesco Preferred ETF position peaked at $170K in Q1 2022.
471 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Orcam Financial Group's 13F filing for Q1 2023, filed 2 May 2023.