Piper Sandler & Co’s Invesco Preferred ETF PGX Stock Holding History

Piper Sandler & Co’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 Q3	–	Sell	-100	Closed	-$1K	–	46
2022 Q2	$1K	Buy	+100	New	+$1.26K	﹤0.01%	44

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Piper Sandler & Co's PGX Position: Q3 2022 in Review

Piper Sandler & Co sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Piper Sandler & Co first reported a position in PGX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Piper Sandler & Co reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
Piper Sandler & Co sold 100 Invesco Preferred ETF shares in Q3 2022, an estimated $1K.
Piper Sandler & Co first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 1 quarter.
Piper Sandler & Co's Invesco Preferred ETF position peaked at $1K in Q2 2022.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Piper Sandler & Co's 13F filing for Q3 2022, filed 14 Nov 2022.