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

Pettinga 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
2021 Q3	–	Sell	-13,224	Closed	-$203K	–	115
2021 Q2	$203K	Buy	+13,224	New	+$200K	0.05%	106

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pettinga Financial Advisors's PGX Position: Q3 2021 in Review

Pettinga Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2021, closing a stake of 13,224 shares — an estimated $203K sold.

Pettinga Financial Advisors first reported a position in PGX in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q3 2021.

Pettinga Financial Advisors reported no remaining Invesco Preferred ETF position as of Q3 2021 after selling out during the quarter.
Pettinga Financial Advisors sold 13,224 Invesco Preferred ETF shares in Q3 2021, an estimated $203K.
Pettinga Financial Advisors first reported a position in Invesco Preferred ETF in Q2 2021 and held it in 1 quarter.
Pettinga Financial Advisors's Invesco Preferred ETF position peaked at $203K in Q2 2021.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2021.

Based on Pettinga Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.