Pinnacle Family Advisors’s Invesco Preferred ETF PGX Stock Holding History

Pinnacle Family 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
2022 Q1	–	Sell	-46,529	Closed	-$698K	–	128
2021 Q4	$698K	Buy	46,529 +2,109	+5%	+$31.4K	0.32%	53
2021 Q3	$668K	Buy	+44,420	New	+$674K	0.3%	56
2021 Q1	–	Sell	-37,521	Closed	-$573K	–	142
2020 Q4	$573K	Buy	+37,521	New	+$563K	0.35%	56
2020 Q2	–	Sell	-40,632	Closed	-$535K	–	88
2020 Q1	$535K	Buy	40,632 +15,518	+62%	+$223K	0.64%	33
2019 Q4	$377K	Sell	25,114 -1,516	-6%	-$22.6K	0.34%	50
2019 Q3	$400K	Sell	26,630 -7,034	-21%	-$105K	0.35%	49
2019 Q2	$493K	Sell	33,664 -15,846	-32%	-$231K	0.41%	46
2019 Q1	$718K	Buy	49,510 +12,283	+33%	+$175K	0.64%	42
2018 Q4	$501K	Buy	37,227 +4,781	+15%	+$65.9K	0.34%	44
2018 Q3	$465K	Buy	32,446 +21,311	+191%	+$309K	0.25%	46
2018 Q2	$162K	Sell	11,135 -42,431	-79%	-$614K	0.09%	64
2018 Q1	$782K	Buy	53,566 +26,085	+95%	+$380K	0.45%	38
2017 Q4	$408K	Sell	27,481 -2,059	-7%	-$30.8K	0.19%	57
2017 Q3	$444K	Sell	29,540 -185	-0.6%	-$2.79K	0.21%	58
2017 Q2	$449K	Buy	+29,725	New	+$446K	0.25%	50

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

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

HNB

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pinnacle Family Advisors's PGX Position: Q1 2022 in Review

Pinnacle Family Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 46,529 shares — an estimated $698K sold.

Pinnacle Family Advisors first reported a position in PGX in Q2 2017 and held it in 15 quarters. The position peaked at $782K in Q1 2018. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

Pinnacle Family Advisors reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 46,529 Invesco Preferred ETF shares in Q1 2022, an estimated $698K.
Pinnacle Family Advisors first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 15 quarters.
Pinnacle Family Advisors's Invesco Preferred ETF position peaked at $782K in Q1 2018.
523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Pinnacle Family Advisors's 13F filing for Q1 2022, filed 16 May 2022.